Course curriculum

    1. Course Description

    1. Course Overview

    2. Facilisgroup Lifecycle of an Order

    3. PDF - Facilis Workflow

    4. @Ease is now Syncore!

    5. Introduction to Syncore

    6. Exercise 1 - Sign in to Syncore

    7. Syncore Homepage

    8. Syncore Navigation

    9. Syncore Reports

    10. Syncore Help and Resources

    11. Exercise 2 - Exploring Syncore

    12. Introduction to Jobs

    13. PDF - Jobs Introduction

    14. PDF - Job Priorities

    15. PDF - Job Status

    16. PDF - Sales Order Line Items

    17. PDF - The Job Log

    18. Congratulations!

    1. Introduction

    2. Contacts

    3. Types of Contacts PDF Handout

    4. Contacts Dashboard PDF Handout

    5. Exercise 3 - Create a New Contact

    6. Exercise 4 - Set Up a New Contact

    7. Opportunities

    8. Opportunities Handout

    9. Exercise 5 - Create an Opportunity

    10. Create a Proposal

    11. Proposals - Easy Mock Ups

    12. Exercise 6 - Access the Opportunity from your Calendar

    13. Exercise 7 - Proposals Part 1

    14. Exercise 7 - Proposals Part 2

    15. Sending the Proposal and the Customer Experience

    16. Exercise 7 - Proposals Part 3

    17. Converting a Proposal to a Quote

    18. Quote

    19. PDF - Quotes

    20. Exercise 8 - Convert your Proposal into a Quote

    21. Exercise 9 - Quote

    22. Product Wizard PDF Handout

    23. Congratulations!

    1. Sales 1 Webinar

    1. Introduction

    2. Hard Goods Job

    3. Exercise 11 - Convert your Quote into a Job

    4. Exercise 12 - Job

    5. Exercise 13 - Submitted Status

    6. Exercise 14 - New Opportunity

    7. Exercise 15 - Quote

    8. Exercise 16 - Job

    9. Exercise 17 - Submitted Status

    10. Apparel Order: Opportunities

    11. Exercise 18 - Opportunity

    12. Apparel Order: Quotes

    13. Exercise 19 - Quote

    14. Exercise 20 - Job

    15. Alternate Apparel Order Workflow

    16. Exercise 21 - Apparel Practice

    17. Module 2 - Knowledge Check

    18. Congratulations!

    1. Sales 2 Webinar

About this course

  • Free
  • 104 lessons
  • 6.5 hours of video content

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