Quote and Job Tracking Processes with IS Quote Integration (video)
This training is intended for owners, administrators and quote preparers in your company.
Let’s talk about best practices for when you h...
Microsoft Teams Integration
What if my Activity Journals for a particular product line could publish into a Microsoft Teams channel so that my reps can action those activities o...
Date Format Error: Explained!
Date Format Error Prevention: It is important to know if the date in your spreadsheet is formatted as an Excel date or is formatted as text.&nb...
Automated Marketing & Prospecting (video) Using Opportunity Stage Actions
This video will give you an overview of the automation process you can use in Opportunities using Opportunity Stages.
Alias on Primary and Secondary Customer Combined AKA Combo Aliasing: When? Why? How?
Combo Aliasing can be used to specify the correct Primary Customer based on the Secondary Customer (and vice versa) in commission reports. When...