2019 Upcoming System
Administrator Training

A Year in Review: Sales Reporting Configuration

In our next webinar…
Take advantage of advanced reports available in WeSuite. Build and customize report’s view and start 2020 off right.

Learning Objectives:

  • Navigate the various WeSuite Report builders
  • Customize your own Sales Reports real time
  • Build sales reporting by: Region, Office, User
  • Use various Reporting Filters and data
  • View Predefined Reports: Manufacturer Projections

SYSTEM ADMINISTRATOR WEBINAR

WeSuite:

A Year in Review: Sales Reporting Configuration

Tuesday, December 10th

1:00 PM – 2:00 PM EST

2020 WeSuite System Administrator Training Schedule

2020 System Administrator Webinar Calendar is coming soon.

Watch Recordings of Past Webinars:

WeEstimate

Tuesday, November 12

1:00 PM – 1:45 PM EST

2020 System
Configuration Check

WeEstimate

Tuesday, June 11

1:00 PM – 1:45 PM EST

New! Configuring and Using Weighted Forecast

WeEstimate

Tuesday, February 12

1:00 PM – 1:45 PM EST

User On-boarding and
Off-boarding Review

WeSuite

Tuesday, October 8

1:00 PM – 1:45 PM EST

Integration
with SedonaDocs

WeOpportunity

Tuesday, May 14

1:00 PM – 1:45 PM EST

Increasing Information
Use and Value

WeEstimate

Tuesday, January 8

1:00 PM – 1:45 PM EST

Site Survey
Set Up

WeEstimate

Tuesday, September 10

1:00 PM – 1:45 PM EST

The RMR Module, Feature & Configuration Review

WeEstimate

Tuesday, April 16

1:00 PM – 1:45 PM EST

Prepare Your WeSuite Environment for QuoteAnywhere G2.0

WeEstimate

Tuesday, July 9

1:00 PM – 1:45 PM EST

Create and Use
Custom Data Fields

WeOpportunity

Tuesday, March 19

1:00 PM – 1:45 PM EST

How to Configure Custom Fields on Your Account Dashoboard