Learning Videos - The Sales Rep Experience
Sales Learning Guide
The Working Order
- Place an order
- Working Order Overview
- Order Details Overview
- Product Tab Overview
- Changing views in the Working Order
- Grouping Products in Working Order
- About EZ Orders
- How to send an EZ Order directly through the Working Order
- Why can't my buyers see the submit button on the EZ Order or Working Order?
- What is the sort number in the EZ Order Product XLS File based off of?
- Adding products to a 'pending' order
- Searching for & Filtering Orders
- 'Pending' vs. 'In Review' Orders
- Finding a recently submitted order
- Moving orders in Bulk
Linesheets and Custom Lists
- Linesheets Overview
- How to create a linesheet
- How do I add products to a linesheet?
- How to add products to an order from linesheets
- Editing the linesheet thumbnail (catalog portrait image)
- Linesheet Visibility
Campaigns and Smartgroups
- What is a campaign?
- How do I create a campaign?
- What does a campaign email look like?
- Can a campaign be deleted?
- Can we send videos through campaigns?
- Is it possible to turn off read receipt emails for sent campaigns?
Find New Accounts
Buyer Engagement Toolkit
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