Set Up a Sales Funnel Template

Set Sales Opportunity Reminder on the Opportunity

Update Group Fields on Quotes – Using Sections

2:36

Update Activity Follow Up Date for Activity linked to Opportunity

Update Activity Follow Up date for Activity linked to Sales Opportunity

1:01

Update a Funnel Step

Users update funnel steps that are assigned to them

3:21

Time Bill via the Resource Console

HR,

Time Bill against a Service Call, Project Task, Sales Opportunity via the Resource Console

1:45

Time Bill Against an Opportunity

Time billing accounts for time spent working on opportunities

Summary Tab

Set Up Quote Authorization Rules

Setup rules for the Quote Process: Authorize a Quote

5:55

Set Up and Use Staging Locations

Purchasing,

Warehouse

Set up and use (optional) Staging Locations

9:14

Sales Opportunity Form Key Fields

Sales Opportunity form: review of key attributes e.g. Interest, Close Date, Sale Type, Value, RMR...

54:13

Sales Forecasting with Q360 v23.02

Sales,

Webinars

5:21

Sales Forecast Quick View

View Sales Forecast of active Sales Opportunity in grid with helpful visual color indicators to manage opportunities and filter results (by salesrep, value, % probablity to close, expected close dates...) .

7:28

Sales Bookings

View Sales Bookings: Report (Sales > Quick Views), Dashboard, and Workflow (Sales Overview)...

8:30

Resource Console Overview

A general overview of the Resource Console.

4:35

Request Presales Labor for Sales Opportunity

Request and process presales labor, per Sales Opportunity Funnel Step; view impact on "Engineering" Workflow

2:21

Quote Sections Auto Split

Quote Line Item - Section: optional section line flag setting to automatically split a section, i.e. automatically repeat section row - with its subsequent child row(s) - if quantity is set to > 1

6:01

Quote Revisions

Create, compare and print Quote revisions

4:02

Quote Item Section Duplicate vs Copy

Quote Line Item - Section: Differentiate between 'Duplicate Section' (from Section panel 'Add') and 'Copy Section' feature (from Section panel 'Ext. Menu')

13:25

Q360 Month End Procedures Overview

Accounting

Review Q360 Month End procedures - ensure all operational activities are recorded and system can automate corresponding financial entries in the period

22:35

Project Reports

View Project Reports: Project Status, Project Basic WIP, Labor Capacity Forecast, Project Labor Forecast, Project Hours Summary, Project Material Schedule Summary...

0:37

Print a Quote

Print a Sales Quote Proposal

4:13

Multi-currency FX impact on Service Contract Invoice

Service Contract

Multi-currency FX impact on Service Contract Invoice (post invoice, post service revenue)

5:39

Multi-currency FX impact on Quote, Order, Invoice

Multi-currency and foreign exchange ("FX") impact on Quote/Order (non-postings); and Invoice (posting)

3:15

Multi-currency FX impact on Project

Multi-currency FX impact on Project > Profit tab

4:24

Multi-currency FX impact on PO, Voucher

Purchasing

Multi-currency FX impact on Purchase Order (receipt of Q/A type items), Voucher (posting)

4:20

Mark Funnel Steps Complete

Mark a funnel step complete when the work for a step is complete

4:13

Managing Optional Flags on Quote Line Items

Add and view impact of flagging a Quote Line Item as 'Optional'

15:31

Manage Project Task Lists

Manage and monitor all tasks for a project

2:17

Integration with GreatAmerica

Integration with GreatAmerica Financial Services: Setup and Use in Q360 Sales Quote Finance options

3:01

External User Invoice Payments

Service

Customer Portal: External User views and pays Invoice with their credit card

9:26

End-to-End Flow: Customer RMA, Return to Vendor with Replacement

Service,

Warehouse

End-to-End Flow: Customer RMA, Return to Vendor with Replacement to send back to Customer

2:44

Email Options for Live Data Reports (Schedule LDRs)

General,

System Admin

Schedule routine or one time emailing of live data reports via the live data report's ("LDR's") “Schedule Report” button.

5:58

Customer Portal: External User Access to Reports, Dashboards

Service

Customer Portal: External User Access to Live Data Reports, Dashboards

3:24

Customer Portal: External User Access to Calls

Service

Customer Portal: External User Access to Calls (view, create, add event...)

2:12

Create Service Coverage Hours Profiles

Service Contract

Service Contract Admin: Create Service Coverage Hours Profiles

7:21

Create Quote Item Section

Create Quote Item with Section(s) and Subsection(s) to organize line items

7:23

Create and Use Global Comments

General,

Store statements of text for re-use across users, e.g. for Statement of Work ("SOW") on Sales Quotes, standardized response to inquiries, letters...

3:49

Create and Use Auto Add Rules with Quotes

Sales,

System Admin

Admin: Define rules to automatically add additional Quote item(s), MasterNos, on 'Save Quote' based on criteria, e.g. Quote Sale Type, Master Item Type(s) on Quote...

2:39

Create and Process a Quote

Create a basic quote from a Sales Opportunity and process through first steps of sales workflow.

9:12

Create and Add a Quick List to a Quote

1:27

Create a Site

Track customer site specific details such as contacts, sales, service, projects, and accounting

2:31

Create a Sales Opportunity

Track opportunities and gain insight into related sales activities as it progresses through a sales funnel

4:00

Create a Quick ICO

Create a Quick ICO (Internal Change Order) to adjust project labor hours (up or down) via "Projected vs. Actual Hours" pop up grid accessible from a) Project ext. menu, or b) Projects > Quick Views > Project Status

5:13

Create a Project Template

Create a Project Template 'from scratch' or from an existing project

2:50

Create a New Sale Type (Unified Type)

Sales,

System Admin

Create a new Sale Type (Unified Type) from Maintenance > General Codes

4:44

Create a New GL Account

Accounting

View existing and create a new GL account as part of the Chart of Accounts

2:55

Create a Contact

Create and link contacts to customers, sites and other areas

3:00

Create a Company