Video Category

Approve a Customer Order
0:58
Approve a Customer Order
Internally approve an order after a customer has authorized a quote
Approve a Quote
1:04
Approve a Quote
Customers can authorize quotes prior to the creation of orders
Assign Funnel Step to a Resource
1:09
Assign Funnel Step to a Resource
Designate a user to perform a sales funnel step
Convert a Prospect to Customer
0:39
Convert a Prospect to Customer
Turn prospect into customers for generating sales orders
Create a Company
1:16
Create a Company
Create a company record. By default, the 'type' will be PROSPECT. With permissions, the record may be edited to be a CUSTOMER, VENDOR, CUSTVEND (both a customer and vendor).
Create a Contact
0:57
Create a Contact
Create and link contacts to customers, sites and other areas
Create a Sales Opportunity
1:43
Create a Sales Opportunity
Track opportunities and gain insight into related sales activities as it progresses through a sales funnel
Create a Site
0:44
Create a Site
Track customer site specific details such as contacts, sales, service, projects, and accounting
Create Activity Reminder - linked to Opportunity
0:53
Create Activity Reminder – linked to Opportunity
Review sales opprtunity reminders and details from your task list
Create and Add a Quick List to a Quote
10:41
Create and Add a Quick List to a Quote
Create and Process a Quote
2:39
Create and Process a Quote
General concepts for working with quotes
Create and Use Auto Add Rules with Quotes
3:37
Create and Use Auto Add Rules with Quotes
Create and Use Global Comments
6:12
Create and Use Global Comments
Integration with GreatAmerica
2:17
Integration with GreatAmerica
Integration with GreatAmerica Financial Services: Setup and Use in Q360 Sales Quote Finance options
Managing Optional Flags on Quote Line Items
4:44
Managing Optional Flags on Quote Line Items
Mark Funnel Steps Complete
0:52
Mark Funnel Steps Complete
Mark a funnel step complete when the work for a step is complete
Multi-currency FX impact on Quote, Order, Invoice
7:52
Multi-currency FX impact on Quote, Order, Invoice
Multi-currency and foreign exchange ("FX") impact on Quote/Order (non-postings); and Invoice (posting)
Print a Quote
1:11
Print a Quote
Print a Sales Quote Proposal
Quote Duplicate vs Copy
2:13
Quote Duplicate vs Copy
Quote Revisions
5:00
Quote Revisions
Quote Sections End to End Flow
8:47
Quote Sections End to End Flow
Quote Sections Split Line Items
2:08
Quote Sections Split Line Items
Sales Forecast Quick View
7:09
Sales Forecast Quick View
Sales Forecasting with Q360 v23.02
54:13
Sales Forecasting with Q360 v23.02
Sales Opportunity Form Key Fields
9:15
Sales Opportunity Form Key Fields
Setup Quote Authorization Rules
1:43
Setup Quote Authorization Rules
Setup rules for the Quote Process: Authorize a Quote
Summary Tab
2:32
Summary Tab
Time Bill Against an Opportunity
1:17
Time Bill Against an Opportunity
Time billing accounts for time spent working on opportunities
Update a Funnel Step
1:01
Update a Funnel Step
Users update funnel steps that are assigned to them
Update Group Fields on Quotes - Using Sections
Update Group Fields on Quotes – Using Sections
Update Opportunity Reminder
0:43
Update Opportunity Reminder
Set sales opportunity reminder from an Activity record linked to the opportunity
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