Upcoming System Administrator Training

WeOpportunity: Advanced Settings & Features

In our next webinar…

You use WeOpportunity to create leads and push to quotes but did you know that WeOpportunity has this under the hood? Join us for a jam packed session where we review the bells and whistles of WeOpportunity to make tracking and managing your pipeline even easier.

After this webinar, you will be able to:

  • Create and Set Up the Account Dashboard
  • Create Products and Services list of Options
  • Assign User Strengths
  • Design Sales Questionnaires
  • Use the Lead Import Utility

    SYSTEM ADMINISTRATOR WEBINAR

    WeOpportunity:

    Advanced Settings & Features

    Tuesday, July 13th

    1:00 PM – 2:00 PM EST

    Upcoming WeSuite System Administrator Training Schedule

    WeSuite

    Tuesday, Aug 10

    1:00 PM – 1:45 PM EST

    2021 Free Education Tools & Support Best Practices

    WeSuite

    Tuesday, December 14

    1:00 PM – 1:45 PM EST

    WeEstimate: Commission Overview

    WeEstimate

    Tuesday, Sept 14

    1:00 PM – 1:45 PM EST

    Program Options Tips & Tricks

    WeSuite

    Tuesday, Oct 12

    1:00 PM – 1:45 PM EST

    Sales Reporting to Support Company Goals

    QuoteAnywhere

    Tuesday, Nov 9

    1:00 PM – 1:45 PM EST

    QuoteAnywhere & the Site Survey Config Overview

    Watch Recordings of Past Webinars:

    WeOpportunity

    Tuesday, June 8

    Best Practices Onboarding & Offboarding Users

    WeEstimate

    Tuesday, Feb 9

    Proposal Editor & Presentation Review

    WeSuite

    Tuesday, October 13

    WeEstimate: Automated Calculation Config

    WeSuite

    Tuesday, May 11

    Region & Office Configuration Settings

    WeOpportunity

    Tuesday, Jan 12

    WeOpportunity System Configuration

    WeEstimate

    Tuesday, September 8

    Automated Approvals Module Review

    WeSuite

    Tuesday, April 13

    WeEstimate: Group and Group Right Refresher

    WeEstimate

    Tuesday, December 8

    WeEstimate Program Options Tips & Tricks

    WeEstimate

    Tuesday, August 18

    WeSuite Free Education Tools!

    WeEstimate

    Tuesday, March 9

    WeSuite SedonaOffice Integration Review

    WeEstimate

    Tuesday, Nov 11

    Sales Reporting to Support Company Goals

    WeSuite

    Tuesday, July 14

    Region & Office Config Defaults