User Videos
- Dashboards
- CRM
- Account Filter
- Outlook Sync
- TCO - Total Cost of Ownership
- ERP Interface
- Opportunities & Forecasting
- Asset Strategy & Printer Pricer
- Solution Configurator
- Sales Stages and Forecasting
- Putting Together a Quick Quote
- Sales Order Movement Forms
- Navigator
- Lease Tracker (User)
- Sales Management
- Reports
- Submit to e-Automate
Administrator Videos
- Control Panel - Globals Tab
- Manage Users
- Item Pricing
- Equipment Export/Import Features
- Current Equipment Manufacturing Pricing Update
- Item Pricing - Setting Required Accessories
- Item Pricing - Accessory Exclusions
- Item Pricing - Item & Company Promo Editing
- Item Pricing - EA Sync
- MPS Pricebook
- Merge Tool
- Lease Tracker (Admin)
- Best Practices
- Bookmarking
- Lease & PPT Rates
Miscellaneous Videos
- Document Storage
- Resource Center
- Account Import
- Account Import - Set as Main Contact
- Quarterly Account Review Form
- Executive Portal
- ViewPoint Management
- CEO Juice Integration
- GALC Credit Application
- GA Submit Document - e-signature
- Leaf Credit App
- Supplies Network Integration
- US Bank Credit Application
Add on Modules
- SherpaGo
- SherpaGo Quick Activity
- SherpaGo Quick Contact
- SherpaGo Document Search
- Intelligent Device Mapper (IDM)
- Admin - Order Processing
- User - Submitting the Order
- UCC Tracker
- Admin - Setting Up New Templates in the EO Link
- Admin - Adding Products to the EO Product Library
- User - Submitting Proposals to the EO Integration
- User - Evolved Marketing Campaign
- Forza - User
- Forza - Admin
- DocuSign
- Vantage Online - User
- Vantage Online - Admin
- IT Services - User
- IT Services - Admin
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