simplyreliable|OS – Browser Version – smartPRENEUR Academy

Course Content

Navigation

The User Interface-simplyreliable|OS

CRM

Contacts-simplyreliable|OS

Schedule a Sales Call-simplyreliable|OS

Products & Services

Manage Products and Services-simplyreliable|OS

quickSPECS, smartASSEMBLIES, Packages, and Choice

Proposals

Create a Proposal-The Proposal Wizard-simplyreliable|OS

Create a Proposal-Add Products Page-simplyreliable|OS

Create a Proposal-Add Products Making the Product an option-simplyreliable|OS

Create a Proposal-quickSPEC Page-simplyreliable|OS

Create a Proposal-The Proposal Details Page-simplyreliable|OS

Create a Proposal-The Proposal Settings Page-simplyreliable|OS

Create a Proposal-digital and PDF Proposals-simplyreliable|OS

Create a Proposal-Close The Sale-simplyreliable|OS

Create a Proposal-Import a Proposal from Portal to simplyreliable|OS

Deliver Products From A Proposal-simplyreliable|OS

Invoices

Getting Paid: Receive A Payment-simplyreliable|OS

Getting Paid: Progress Invoicing From A Proposal-simplyreliable|OS

Getting Paid: Time and Material Invoicing From A Proposal-simplyreliable|OS

Getting Paid: The Retail Invoice-simplyreliable|OS

Invoices: Deliver the Products-simplyreliable|OS

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