We will review the Accounts section on the desktop and touch on the most important functions within the Accounts section. Some of the things we cover include: Easily categorize and identify your top Prospects and Customers Gaining a better understanding…

This course is designed for new and existing users who may require a refresher on the system. We will review the Enquiries section on the desktop, and touch on the most important functions within the Enquiries section, including: Understanding how…

This session focuses on the Full Picture Enquiry and is designed to help you interrogate your data at the click of a button. Understand the advantages of building sales reports Understand how we can find opportunities using Full Picture Enquiries…

This session shows you how to monitor your opportunities in a more effective way. We will also look at: How to add these opportunities to your pipeline, edit and track them. How to link your opportunities to individual appointments

In this session, we'll be focusing on the Variance and Variance + Enquiries. This section is designed to help you interrogate your data at the click of a button. During this intermediate session, we will cover: Setting up a Variance report so we can…