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  2. Sherpa CRM
  3. Sherpa Administrator

Sherpa Administrator

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  • Role of a Sherpa Admin - Best Practices
  • The Role of an Admin in Sherpa
  • The Sherpa Administration Control Panel: Globals, Database Maintenance, and Setup Home Tabs
  • Administration Control Panel: ERP Link Tab
  • Administration Control Panel: TCO Printers Tab
  • Administration Control Panel: Price Book Suppliers Tab
  • Administration Control Panel: Document Storage Tab
  • Administration Control Panel: Order Processing tab
  • Administration Control Panel: Third Party Tools Tab
  • Administration Control Panel: Merge Accounts Tool
  • Deleting Accounts in Sherpa
  • Deleting Accounts in Sherpa
  • Item Pricing in Sherpa
  • Sherpa System Lists - Lease & PPT Rates
  • Sherpa System Lists - MPS Price Book & Labor and Parts
  • Transfer Accounts
  • Sherpa Lease Tracker for Administrators
  • Lease Tracker API Import from GreatAmerica
  • Submit to ERP in Sherpa
  • EA Sync - Office Tech
  • Sherpa Order Processing Administration
  • Bookmarking Instruction Guide for Sherpa
  • Equipment Export Import Feature
  • Account Approval in Sherpa
  • Teams and Categories
  • Import from Connectwise to Sherpa
  • Bulk SIC Codes in Sherpa
  • Sherpa Bulk Account Classification
  • Sherpa Bulk Naming Tool
  • Sherpa Administration Review Database Changes
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