Manager: Quote Training

Follow

FEA_Quote_Training.png

  • Number of Videos in Session: 2
  • Total Viewing Time in Session: 5:35

Mastering Quotes is what separates a good FieldEdge user from a great FieldEdge user. The following series will cover concepts paramount to this process, as well as little known tips to help polish up your Quoting knowledge.

Part 1: Creating a Quote

In our first video, we'll learn the basics on creating a Quote, from the office, in FieldEdge.

  • How to add a Quote to a Customer
  • Understand the unique Statuses of a Quote
  • Learn about the different fields related to the Quote

Part 2: Tracking and Scheduling a Quote

In our next video we will see how we can track the life of a Quote that has been Created. Additionally, we will also learn how to work through the scheduling process of a Quote.

  • How to find Quotes that have been created
  • How to prepare a Quote for Scheduling
  • How to Schedule and manage a Quote
0 people found this helpful

Comments

0 comments

Please sign in to leave a comment.