Sales Videos

Popular Searches:25.01, Permissions List, Release Notes
Approve a Customer Order
2:30
Approve a Customer Order
Internally approve an order after a customer has authorized a quote
Approve a Quote
2:05
Approve a Quote
Approve a customer-authorized quote; system sets quote status to CONVERTED and a new order (with same quote number) is created, in CONFIRMED status.
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
3:00
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
2:55
Create a Contact
Create and link contacts to customers, sites and other areas
Create a Sales Opportunity
2:31
Create a Sales Opportunity
Track opportunities and gain insight into related sales activities as it progresses through a sales funnel
Create a Site
1:27
Create a Site
Track customer site specific details such as contacts, sales, service, projects, and accounting
Create and Add a Quick List to a Quote
9:12
Create and Add a Quick List to a Quote
Create and Process a Quote
2:39
Create and Process a Quote
Create a basic quote from a Sales Opportunity and process through first steps of sales workflow.
Create and Use Auto Add Rules with Quotes
3:49
Create and Use Auto Add Rules with Quotes
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...
Create and Use Global Comments
6:12
Create and Use Global Comments
Create Quote Item Section
7:25
Create Quote Item Section
Create Quote Item with Section(s) and Subsection(s) to organize line items
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
4:13
Managing Optional Flags on Quote Line Items
Add and view impact of flagging a Quote Line Item as 'Optional'
Mark Funnel Steps Complete
4:20
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
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)
Print a Quote
0:37
Print a Quote
Print a Sales Quote Proposal
Quote Item Section Duplicate vs Copy
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')
Quote Revisions
6:01
Quote Revisions
Create, compare and print Quote revisions
Quote Sections Auto Split
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
Sales Forecast Quick View
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...) .
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
Set Up Quote Authorization Rules
3:32
Set Up Quote Authorization Rules
Setup rules for the Quote Process: Authorize a Quote
Summary Tab
2:32
Summary Tab
Time Bill Against an Opportunity
1:45
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 Activity Follow Up Date for Activity linked to Opportunity
2:36
Update Activity Follow Up Date for Activity linked to Opportunity
Update Activity Follow Up date for Activity linked to Sales Opportunity
Update Group Fields on Quotes - Using Sections
Update Group Fields on Quotes – Using Sections
Update Opportunity Reminder
2:00
Update Opportunity Reminder
Set Sales Opportunity Reminder on the Opportunity
Popular Searches:25.01, Permissions List, Release Notes