2019 Upcoming Admin Training

 

WeEstimate: Create & Use Custom
Data Fields

In our next webinar…
Centralize and automate even more in WeEstimate by customizing data fields to improve interdepartmental workflow.

Learning Objectives:

  • Best practices for use of data lists
  • Custom data fields for Job Summary Report & Proposal /
    Contract Documents
  • Configuration of Data List Items
  • Creating Custom Data Fields
  • Creating Drop Down Data List Selections
  • Configuration & Management of Next Action Items

SYSTEM ADMIN WEBINAR

WeEstimate:

Create & Use Custom Data Fields

Tuesday, July 9th

1:00 PM – 1:45 PM EST

FREE Webinars! 2019 WeSuite System Administrator Training Schedule – Coming Soon!

WeEstimate

Tuesday, September 10th

1:00 PM – 1:45 PM EST

The RMR Module: Feature and
Confirmation Review

WeSuite

Tuesday, October 8th

1:00 PM – 1:45 PM EST

WeSuite Integration
with SedonaDocs

WeSuite

Tuesday, November 12th

1:00 PM – 1:45 PM EST

2020 System
Configuration Check

WeSuite

Tuesday, December 10th

1:00 PM – 1:45 PM EST

A Year in Review: Sales Reporting Configuration Review

Watch Recordings of Past Webinars:

WeEstimate

Tuesday, June 11

1:00 PM – 1:45 PM EST

New! Configuring
and Using
Weighted Forecast

WeEstimate

Tuesday, February 12

1:00 PM – 1:45 PM EST

User On-boarding and
Off-boarding Review

WeOpportunity

Tuesday, May 14

1:00 PM – 1:45 PM EST

Increasing
Information
Use and Value

WeEstimate

Tuesday, January 8

1:00 PM – 1:45 PM EST

Site Survey
Set Up

WeEstimate

Tuesday, April 16

1:00 PM – 1:45 PM EST

Prepare Your WeSuite Environment for QuoteAnywhere G2.0

WeOpportunity

Tuesday, March 19

1:00 PM – 1:45 PM EST

How to Configure Custom Fields on Your
Account Dashboard