Workflows for End User

General

Learn the basics for viewing and filtering workflows

5:11

View Grid Data

General

Configure your grid and columns, view and filter your data set.

0:43

Update Opportunity Reminder

Sales

Set sales opportunity reminder from an Activity record linked to the opportunity

Update Group Fields on Quotes – Using Sections

Sales

1:01

Update a Funnel Step

Sales

Users update funnel steps that are assigned to them

1:45

Time Bill Against an Opportunity

Sales

Time billing accounts for time spent working on opportunities

Summary Tab

Standard Toolbar for User by Job Role

General

Access quick launch tool bar items to commonly used forms based on your job role.

3:32

Set Up Quote Authorization Rules

Sales

Setup rules for the Quote Process: Authorize a Quote

5:03

Search Records and Navigate Form

General

Search Records and Navigate Form - a navigation tour for a new user

4:12

Seach with Wildcards

General

Search with wildcards to refine results, e.g. "%", "_", /"...

9:15

Sales Opportunity Form Key Fields

Sales

54:13

Sales Forecasting with Q360 v23.02

Sales,

Webinars

5:21

Sales Forecast Quick View

Sales

View Sales Forecast of active Sales Opportunity in grid with helpful visual color indicators to manage opportunities and filter results (by salesrep, value, % probablity to close, expected close dates...) .

2:03

Route Site Locations with Google Maps

General

12:46

Resource Console Overview v24.01

General,

Projects

1:37

Reminder Notification

General

2:08

Quote Sections Split Line Items

Sales

8:47

Quote Sections End to End Flow

Quote Revisions

Quote Duplicate vs Copy

Quick Search in Q360

Q360 Demonstration End to End Flow

General

Preview a demonstration of a sample end-to-end operational flow in Q360

0:37

Print a Quote

Sales

Print a Sales Quote Proposal

1:46

Navigate record sets

General

Navigate or skip to of your list of records in any form or report.

7:29

Navigate Q360

General

Explore Q360 Toolbar and Layout - a navigation tour for a new user

7:52

Multi-currency FX impact on Quote, Order, Invoice

Accounting,

Sales

Multi-currency and foreign exchange ("FX") impact on Quote/Order (non-postings); and Invoice (posting)

4:20

Mark Funnel Steps Complete

Sales

Mark a funnel step complete when the work for a step is complete

4:44

Managing Optional Flags on Quote Line Items

Sales

1:48

Link Documents

General

From any document grid, select one or more rows, and then drag them to a different document grid.

5:26

Invoice Print Queue 23.01

General

2:17

Integration with GreatAmerica

Sales

Integration with GreatAmerica Financial Services: Setup and Use in Q360 Sales Quote Finance options

2:01

Group and Total Grid Data

General

Group grid rows into sets and total the sets

2:21

Filter Grid Data

General

Filter grids to refine the displayed data

4:20

External User Changes 23.01

General

1:09

Export Grid Data

General

Export grid data to Excel and PDF

7:10

Documentation – eAcceptance

General

Secure mechanism to request a digital signature from a Q360 contact via their email address. Option for a user with appropriate permission to a) request an "eAcceptance" from any document grid or print modal form, b) view document properties attributes relating to eAcceptance stats and history.

3:50

Create Workflows from Scratch

General

Build workflows from the ground up

3:37

Create and Use Auto Add Rules with Quotes

Sales

2:39

Create and Process a Quote

Sales

Create a basic quote from a Sales Opportunity and process through first steps of sales workflow.

9:12

Create and Add a Quick List to a Quote

Sales

0:53

Create Activity Reminder – linked to Opportunity

Sales

Review sales opprtunity reminders and details from your task list

1:27

Create a Site

Sales

Track customer site specific details such as contacts, sales, service, projects, and accounting

2:31

Create a Sales Opportunity

Sales

Track opportunities and gain insight into related sales activities as it progresses through a sales funnel

2:55

Create a Contact

Sales

Create and link contacts to customers, sites and other areas

3:00

Create a Company

Sales

Create a company record. By default, the 'type' will be PROSPECT. With permissions, the record may be edited to be a CUSTOMER, VENDOR, CUSTVEND (both a customer and vendor).