ChannelOnline

1-Day Advanced Sales Automation Training - Chicago

Tuesday - June 18, 2019

CNET ChannelOnline is proud to announce its upcoming ChannelOnline Interactive Training in Downers Grove, IL.

Taking place on 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!



3500 Lacey Rd #100, Downers Grove, IL 60515



Details


Standard Pricing
Individual: $ 199 per seat
Group: $ 149 per seat


Agenda


Advanced Sales Automation

8:00AM - 4:30PM
  • 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
    • WORKSHOP: customize your own document template
  • Quote vs Proposal
    • Structuring lines on a quote, manual lines, fees, and formatting
    • Convert to cart VS electronic signature
  • Using Master Orders
  • Using invoicing, recurring invoicing, and RMAs
  • Catalog, contract suppliers, and pricing
  • Selling using bundles and product configurations
  • From SO to PO, purchasing products from distribution
  • StoreSite tips, components and usage
  • Dashboards and reporting
    • WORKSHOP: build, save and post a personalized report
  • StoreSite usage, layout and best practices
    • Advanced features, tips, components and usage


Registration is closed

If you have any questions contact CCSEvents@CBSi.com for further information.

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