Opportunities: Managing the Pipe | Wednesday, 12 November, 11:00 am GMT
Join us on Wednesday, 12 November, 11:00 am - 12:00 pm GMT for a session where we'll cover:
- Opportunity general configuration
- Interest levels
- Interest range
- Information source
- Industry
- Partners
- Competitors
- Stages
- Configuration
- Change order
- Creating opportunity
- General creation
- Adding activities
- Adding and creating documents
- Opportunity reports
- Opportunity pipeline/dynamic analysis
- Opportunity report
- Opportunity forecast over time
- Stage analysis
Sales: The Pre-payment Process | Wednesday, 19 November, 11:00 am GMT
Join us on Wednesday, 19 November, 11:00 am - 12:00 pm GMT for a session where we'll cover:
- Using payment terms to indicate pre-payment needed
- Pre-payment process
- Creating reminders for further deposits
Web Client: An Introduction | Thursday, 20 November, 11:00 am GMT
Join us on Thursday, 20 November, 11:00 am - 12:00 pm GMT for a session where we'll cover:
- Introduction and how to access the web client
- Administration and search functions
- Navigation and settings and editing home page
- Creating master data
- Creating documents
- Viewing data and analytics
Query and Analytics - Further Insights Into Your Data | Tuesday, 25 November, 11:00 am GMT
Join us on Tuesday, 25 November, 11:00 am - 1:00 pm GMT for a session where we'll cover:
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Cockpit management
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Dashboards
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KPI
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Count widgets
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Common functions
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Pervasive analytics
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Using queries for custom dashboards and KPIs
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Advanced dashboards
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Sidebar analytics
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Customer 360
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Finance: Year-end Fundamentals | Wednesday, 10 December, 11:00 am GMT
Join us on Wednesday, 10 December, 11:00 am - 12:00 pm GMT for a session where we'll cover:
- Be prepared – creating posting periods
- Managing posting period status and auto-change to closing period
- Month-end closing
- Year-end closing
- Recurring postings
- Recurring transactions
- Question time – your chance to speak with and ask questions to our expert