Sherpa CRM
Sherpa User
- The Sherpa Dashboard
- Working with Accounts in Sherpa
- Sherpa Sales Rep Roadmap
- Sherpa Tab Overview
- Sherpa Video Reference Guide
- Using Total Cost of Ownership (TCO) in Sherpa
Sherpa Administrator
- The Role of an Admin in Sherpa
- The Sherpa Control Panel
- Importing Accounts in Sherpa
- Deleting Accounts in Sherpa
- Item Pricing in Sherpa
- Sherpa System Lists - Lease & PPT Rates
Sherpa FAQs
- Sherpa Sales Rep Daily Activities Checklist
- Account Process Flowchart in Sherpa
- EAutomate Reference
- Best Practices for Lease Tracker Imports in Sherpa
- Printer Name Matching
- How to fix "Access is denied" error when updating Compass Sherpa