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Sherpa User

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  • Sherpa Video Library
  • The Sherpa Dashboard
  • Working with Accounts in Sherpa
  • Contacts
  • Activities
  • Opportunities
  • Sherpa Sales Rep Roadmap
  • Sherpa Tab Overview
  • Using Total Cost of Ownership (TCO) in Sherpa
  • DCA Import Guide for Sherpa
  • Quick Quote Guide
  • Generating a Proposal in Sherpa
  • Asset Strategies in Sherpa
  • Using the Printer Pricer in Sherpa
  • Calculations for MPS - Printer Pricer
  • Using the Solution Configurator in Sherpa
  • Sherpa Solution Summary
  • Financials Tab in Sherpa
  • Using Equipment Movement Forms
  • Lease Tracker in Sherpa
  • Order Processing in Sherpa
  • Sherpa Navigator
  • Sales Stages
  • Using SherpaGo
  • 10 Quick Tips for SherpaGo
  • Outlook Contact & Emails Sync Reference Sheet
  • Sherpa Reporting
  • Sherpa Outlook Sync
  • Flat Rate Pricing in Sherpa
  • Create, Edit, and View First Citizens Bank Credit Applications
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