Course curriculum

    1. What to Expect

    1. Winter Enablement Meeting 12/16/24

    2. Winter Enablement Session Slide Deck

    1. High Level Marketing Launch Plan

    1. Viewing the Finance Section on the Home Dashboard PDF

    2. Viewing the Jobs Section on the Home Dashboard PDF

    3. Job Tracking Report PDF

    4. Opportunities Report PDF

    5. Proposals Report PDF

    6. Quotes Report PDF

    7. Proposal Statuses PDF

    8. Proposals Presentation PDF

    9. Edit Proposals Pricing PDF

    10. Deactivating and Reinstating a Proposal PDF

    11. Convert Proposal to Quote PDF

    12. Proposals FAQ PDF

    1. Video 1: Creating a Proposal (refresher)

    2. Exercise 1

    3. Video 2: Sending a Proposal & the Customer Experience

    4. Exercise 2

    5. Video 3: Converting a Proposal into a Quote

    6. Exercise 3

    1. What question(s) do you have?

About this course

  • Free
  • 23 lessons
  • 1 hour of video content

Discover your potential, starting today

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