Syncore Quick Hits!

Join us Live on Mondays at 3 pm CST! If you miss a week, you can find the videos of past Quick Hits Here.

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Course curriculum

1. January 22nd - Onboarding
2. January 29th - Facilisgroup History, Best Practices and Separation of Roles
1. February 5th - Promo Standards
2. February 12th - Syncore Dashboard
1. March 4th - Contact Cards
2. March 11th - Opportunities
3. March 18th - Product Search
4. March 25th - Proposals
1. April 1st - Premier Perks
2. April 8th - Quotes
3. April 15th - Jobs
4. April 22nd - Graphic Services
5. April 29th - Distributor 101
1. May 6th - TSC Part 1
2. May 13th - TSC Part 2
3. May 20th - Collections, Tags & Samples
1. June 3rd - CSR: Job Follows Up Tool
2. June 10th - CSR: Accept/Reject & Creating POs from SOs
3. June 17th - CSR: Job Tracker Tools
4. June 24th - CSR: Order Managment (Backorder Credit Memo, Cancelled Orders, Job Alerts)
1. July 15th - Split Shipment Tool
2. July 29th - CSR V1 Workflow
1. Aug. 5th - Production
2. Aug. 12th - Creating an Instance
3. Aug 19th - API vs Integration
4. Aug 26th - Team Selling Refresh
1. Sept. 3rd - Inventory Part 1
2. Sept. 9th - Inventory Part 2
3. Sept 16th - Inventory Part 3
1. Oct. 7th - Finance: Standard Invoicing and AR Tracking Tools
2. Oct 14th - Finance: Approval Process & AP Tracking Tools
3. Oct 21st - Finance: Batch Posting, Manual Payments and Check/CC Runs
4. Oct. 28th - Finance: Order Management, Credit Memos, Cancelled Orders
1. Nov. 4th - Underutilized Inventory Features
2. Nov 11th - Finance: Tools & Reports (Ex. Sales Journal, Payment, Dashboard, etc)
3. Nov. 18th - Month End
1. Dec 2nd - COGA Explained.

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