Course curriculum

    1. Course Description

    1. Exercise 1 - Sign in to Syncore

    2. Exercise 2 - Explore Syncore

    3. What is a Job?

    4. Introduction to Jobs

    5. Handouts to Support Your Learning

    6. PDF - Jobs Introduction

    7. PDF - Job Priorities

    8. PDF - Job Status

    9. PDF - Sales Order Line Items

    10. PDF - The Job Log

    11. Congratulations!

    1. Introduction

    2. Orgainzations

    3. Contacts

    4. Setting Up a Contact: Client Shipping Accounts

    5. Types of Contacts PDF Handout

    6. Contacts Dashboard PDF Handout

    7. Exercise 3 - Create a New Contact

    8. Exercise 4 - Set Up a New Contact

    9. Opportunities

    10. Opportunities Handout

    11. Exercise 5 - Create an Opportunity

    12. Create a Proposal

    13. Proposals - Easy Mock Ups

    14. Exercise 6 - Access the Opportunity from your Calendar

    15. Exercise 7 - Proposals Part 1

    16. Decoration Cost Manager for Sales Reps

    17. Exercise 7 - Proposals Part 2

    18. Sending the Proposal and the Customer Experience

    19. Exercise 7 - Proposals Part 3

    20. Converting a Proposal to a Quote

    21. Quote

    22. PDF - Quotes

    23. Exercise 8 - Convert your Proposal into a Quote

    24. Exercise 9 - Quote

    25. Product Wizard PDF Handout

    26. Congratulations!

    1. Sales 1 Webinar

    1. Introduction

    2. Hard Goods Job

    3. Sales Order Approvals

    4. Exercise 11 - Convert your Quote into a Job

    5. Exercise 12 - Job

    6. Exercise 13 - Submitted Status

    7. Exercise 14 - New Opportunity

    8. The Product Search

    9. The Product Wizard

    10. Exercise 15 - Quote

    11. Exercise 16 - Job

    12. Exercise 17 - Submitted Status

    13. Apparel Order: Opportunities

    14. Exercise 18 - Opportunity

    15. Apparel Order: Quotes

    16. Exercise 19 - Quote

    17. Exercise 20 - Job

    18. Exercise 21 - Apparel Practice

    19. Module 2 - Knowledge Check

    20. Congratulations!

    1. Sales 2 Webinar

About this course

  • Free
  • 106 lessons
  • 6 hours of video content

Discover your potential, starting today

Enroll today