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Office Technology Admin / Sherpa

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  • Importing Accounts in Sherpa
  • Deleting Accounts - Office Tech - Admin
  • Transfer Accounts - Office Tech Admin
  • Pre-Bookmarked Templates
  • Setting up new templates in EO Link - Admin
  • Equipment Export Import Feature
  • Sherpa System Lists - MPS Price Book & Labor and Parts
  • Sherpa Lease Tracker
  • Import from Connectwise to Sherpa
  • Sherpa System Lists - Lease & PPT Rates
  • Sherpa Order Processing
  • Bulk SIC Codes in Sherpa
  • Account Approval in Sherpa
  • Printer Name Matching
  • Submit to ERP in Sherpa
  • Deleting Accounts in Sherpa
  • Sherpa Bulk Account Classification
  • Sherpa Bulk Naming Tool
  • Sherpa Administration Review Database Changes
  • Understanding Dependencies in Sherpa
  • Manager Assignment Examples in Sherpa
  • Sherpa Security
  • The Sherpa Control Panel
  • Sherpa's Best Practices for Territory and Management Assignment
  • Current Equipment Manufacturer Pricing Update in Sherpa
  • Using the Sherpa Executive Portal
  • Sherpa Administration - Manage Users and Quotas 4.0
  • UCC Filing Import in Sherpa
  • Item Pricing in Sherpa
  • e-Automate Pricing in Sherpa
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