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Sales Learning Guide
Learning Videos - The Sales Rep Experience
The Working Order
- Place an order
- How to Place an Order
- Working Order Overview
- Product Tab Overview
- Changing views in the Working Order
- Grouping Products in Working Order
Draft Orders
EZ Orders
Orders Tab
- How to Use The Orders Tab
- Orders Tab Overview
- Finding a recently submitted order
- Moving orders in Bulk
- Searching for & Filtering Orders
- Order Statuses
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?
- What campaigns can I see?
- Can a campaign be deleted?
- Can we send videos through campaigns?