2019 Upcoming User Training:

WeOpportunity: Improve Lead to Sales Workflow!

In our next webinar…

Discover useful tips and tricks in our powerful CRM to shorten your sales cycle.

Learning Objectives:

  • Import Lead Lists
  • Lead Management from Account Dashboard
  • Managing Tasks, Appointments, & Next Actions
  • Outlook Calendar & Contacts Sync
  • Notes & Notificiations
  • Maps & Pins
  • Pipeline Management & To-Dos

FREE USER WEBINAR

WeOpportunity: Improve Lead to Sales Workflow!

Tuesday, July 16

1:00 PM – 1:45 PM EST

Register for Upcoming Webinars: 2019 Coming Soon!

WeEstimate

Tuesday, August 20th

1:00 PM – 1:45 PM EST

Generating Contracts & Signing Electronically

WeSuite Modules

Tuesday, September 17th

1:00 PM – 1:45 PM EST

Test & Inspection, Contractor & RMR Module Best Practices

WeOpportunity

Tuesday, October 15th

1:00 PM – 1:45 PM EST

Build Reports to Align Prospecting Goals & Strategies

WeEstimate

Tuesday, November 19th

1:00 PM – 2:00 PM EST

Build Reports to Align Goals & Strategies

WeOpportunity

Tuesday, December 17th

1:00 PM – 2:00 PM EST

Setting 2020 Prospecting & Sales Goals!

Watch Recordings of Past Webinars:

WeEstimate

Tuesday, June 18th

1:00 PM – 1:45 PM EST

QuoteAnywhere G2.0 & the WeSuite Editor

WeOpportunity

Tuesday, May 21st

1:00 PM – 1:45 PM EST

Discover the Power of the WeSuite Go! App

WeEstimate

Tuesday, April 23rd

1:00 PM – 1:45 PM EST

QuoteAnywhere G2.0 is Here!

WeEstimate

Tuesday, March 26

1:00 PM – 1:45 PM EST

Site Survey Module: Creating Estimates from Site Survey Project Plans and Images

WeEstimate

Tuesday, February 19th

1:00 PM – 1:45 PM EST

Using the Finance Lease Module to Present Affordable Financed Sales Options to Your Customers

WeEstimate

Tuesday, January 15th

1:00 PM – 1:45 PM EST

Electronic Signing Workflows

Watch Recordings of the V5.0 Update:

Learn What’s New in V5.0!

Thursday, December 13

1:00 PM – 2:00 PM EST

Learn What’s New in V5.0!

Learn What’s New in V5.0!

Tuesday, December 18

1:00 PM – 2:00 PM EST

Learn What’s New in V5.0!