Interactive Onsite Training

Dallas, Texas

CNET ChannelOnline is proud to announce its upcoming ChannelOnline Interactive Training in Dallas, TX.

Taking place at the Autotask offices in Dallas, TX, on Thursday, August 24, 2017, this one day comprehensive training event will cover important topics regarding the use and mastery of the ChannelOnline application. Lunch will be provided.

After the meeting, join us for appetizers and drinks! This is a great opportunity for you to unwind with a glass of wine and network with our team and other ChannelOnline users.

Space is limited, so register today! We look forward to seeing you there!

Registration will be open until August 21, 2017.

Register Today


Price:
  • Early Bird through August 11 - $199 each
  • After August 11 - $299 for individual attendee, $250 each for multiple attendees

Agenda

August 24, 8:30a - 4:30p

Advanced Sales and Procurement

  • CRM: Account types, contacts, and settings
  • Navigating the Organizer for Notes and Tasks
  • Creating custom items and categories
    • Products, services, and labor
  • Custom templates and document delivery
  • Quote vs Proposal
    • Structuring lines on a quote, manual lines, breaks, headers, and subtotals
    • Convert to cart VS electronic signature
  • Using invoicing and RMAs
  • Understanding document linking
  • Contract suppliers and pricing
  • Importing configs and HP Big Deals
  • Line item editing
  • Selling using bundles and product configurations
  • From SO to PO, purchasing products from distribution
  • StoreSite tips, components and usage
  • Dashboards and reporting

Participation is encouraged, please bring a laptop or tablet device so we can answer questions specific to your ChannelOnline account. A Certificate of Completion will be awarded to each attendee at the end of the training.

Location: Autotask Headquarters, 5001 LBJ Freeway, Dallas, TX 75244


Register Now

  • Early Bird through August 11 - $199 each
  • After August 11 - $299 for individual attendee, $250 each for multiple attendees

Please submit your contact information to have one of our sales representatives contact you with more information.

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