Mobility TRAININGDAYS

TD-212: MOBILEsales User Workshop


Level 2 - Churchill C1 November 7, 2017 9:00 am - 5:00 pm

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Mike Hellenga
Jason Simmons

Command Alkon TRAININGDAYS classes are an additional cost and NOT covered in your conference fees.
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This hands-on training class takes an in-depth look at the MOBILEsales application functionality and integration with Apex, Integra, and COMMANDseries.

Integration

  • Apex
  • Integra
  • COMMANDseries

 

Home Screen

  • Navigation
  • Tiles and Links

 

Orders

  • Today and Tomorrow Orders
  • Search Orders
  • Order Drill Down

 

Companies

  • Company and Contact search
  • Prospect vs Company
  • Company Tabs
  • Contact Tabs

 

Reports

  • Sales Funnel
  • Sales
  • Call Report
  • Lost Sales
  • Report Data Export
  • User Reports
  • Project Map

 

Bids

  • Bid Search
  • New Bid
  • Products
  1. Add Products
  2. Product Templates
  3. Edit Products
  4. Forecast Products
  • Bidders
  1. New Bidders
  2. Quoting Bidders
  3. Creating and Exporting Projects for Bidders
  • Schedule
  • Cost Analysis
  • Competitors
  • Lost Reasons

 

Admin

  • User Profiles
  • Standard Clauses
  • Project Statuses
  • Product Templates
  • Plants
  • Competitors
  • General Admin Tabs

 

Command Alkon TRAININGDAYS classes are an additional cost and NOT covered in your conference fees.