Video Library
Getting Started with SalesChain
Course Link
Subscribe to SalesChain Learn
Logging In
SalesChain System Navigation
Changing Your SalesChain User Preferences
Mobile Login and Basic Navigation
SalesChain's Schedule Desk
New User Training Introduction
Section One Lessons 1 and 2 Vocabulary
Finding Support Resources
CRM “New User” Training
Course Link
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2
Sales Rep Activity Report
Creating New Leads
The Mobile Activities View
Adding, Editing and Viewing CompEQ Records
Acting On Tasks
Creating Accounts
Mobile Catalog Lookup
Lesson 03 Vocabulary
Editing Contacts
Notes
Section Five Vocabulary
Processing Competitive Losses
Appointments
Filtering the Forecast
Editing Accounts
The Mobile Lead View
Creating Tasks
Editing Tasks
Adding Contacts
Editing Leads
The Forecasting Desks
The Mobile Account View
Mobile Actions and Activities
Advanced Searching In the Mobile Account View
Acting On Tasks – CRM Training – 03-03
Notes – CRM Training – 03-06
Creating Tasks – CRM Training – 03-01
Editing Tasks – CRM Training – 03-02
Editing Contacts – CRM Training – 02-04
Adding Contacts – CRM Training – 02-03
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CPQ “Deal Pricing” Training for Imaging Reps
Course Link
The Lead Proposal Order Family Tree – Imaging Deal Pricing 01-02
Course Intro – Imaging Deal Pricing – 01-00
Double Checking Account, Contact and Lead Information – Imaging Deal Pricing – 01-03
The General Tab of the OBD – Imaging Deal Pricing – 01-06
Price Levels and Credit Levels – Imaging Deal Pricing – 03-07
Entering a Service Takeover – Imaging Deal Pricing – 02-10
Soft Costs Order Adjustments – Imaging Deal Pricing – 03-04
The Financing Summary – Imaging Deal Pricing – 03-06
Selling Accessory Only Bundles – Imaging Deal Pricing – 02-04
Editing Rates, Allowances and Overages – Imaging Deal Pricing – 02-08
Requesting Special Pricing – Imaging Deal Pricing – 02-11
The Scenario Pricing Tool – Imaging Deal Pricing – 03-08
Editing, Cloning and Removing Bundles – Imaging Deal Pricing – 02-03
Creating a New Proposal From an Existing Lead – Imaging Deal Pricing – 01-04
Proposal Basics Vocabulary – Imaging Deal Pricing – 02 01
Creating Groups and Blending Service Rates – Imaging Deal Pricing – 02-09
The Pricing Tab Screen Tour – Imaging Deal Pricing – 03-02
Manual Machine Entry – Imaging Deal Pricing – 02-06
The Service Tab – Screen Tour and Contract Types – Imaging Deal Pricing – 02-07
Navigation of the OBD – Imaging Deal Pricing – 01-05
Service Summary- Imaging Deal Pricing – 03-05
Equipment and Adjustments Subtabs- Imaging Deal Pricing – 03-03
SalesChain CPQ Vocabulary – Imaging Deal Pricing – 01-01
Attaching a Document to a Proposal or Order – Imaging Deal Pricing – 04-05
Submitting a Credit Application – Imaging Deal Pricing – 04-06
Billing, Finance, and Proposal Wizard Vocabulary – Imaging Deal Pricing – 04-01
Changing Bill To Contact and Address – Imaging Deal Pricing – 04-02
The Finance Tab Screen Tour – Imaging Deal Pricing – 04-03
Associating an Existing Lease for Upgrade – Imaging Deal Pricing – 04-04
The Wizard Tab – Imaging Deal Pricing – 05-01
Processing Optional Upgrades – Imaging Deal Pricing – 05-02
Configuring and Generating Proposals – Imaging Deal Pricing – 05-03
Cloning Proposals & Revisiting the Family Tree – Imaging Deal Pricing – 05-04
Making an Order – Imaging Deal Pricing – 06-01
Order Statuses – Imaging Deal Pricing – 06-02
The Order Desk – Imaging Deal Pricing – 06-03
Fulfillment and Documentation Vocabulary – Imaging Deal Pricing – 07-01
The Delivery Tab – Screen Tour – Imaging Deal Pricing 07-02
Adding Your First Delivery Job – Imaging Deal Pricing – 07-03
Adding Additional Delivery Jobs – Imaging Deal Pricing 07-04
Allocating Equipment to Delivery Job Locations – Imaging Deal Pricing – 07-05
Adding Pickup and Move Instructions – Imaging Deal Pricing – 07-06
Adding Delivery Job Location Info – Imaging Deal Pricing – 07-07
The Documents Tab – Imaging Deal Pricing – 07-08
e-Sign – Imaging Deal Pricing – 07-09
Adding Bundles in the Products Tab – Imaging Deal Pricing – 02-02
The Line Item View – Imaging Deal Pricing – 02-05
Editing Rates, Allowances and Overages – Imaging Deal Pricing – 02-08
Pricing Details Vocabulary – Imaging Deal Pricing – 03-01
