User Videos
- Dashboards
- CRM
- Account Filter
- Outlook Sync
- TCO – Total Cost of Ownership
- ERP Interface
- Opportunities & Forecasting
- Asset Strategy & Printer Pricer
- Solution Configurator
- Sales Stages and Forecasting
- Putting Together a Quick Quote
- Sales Order Movement Forms
- Navigator
- Lease Tracker (User)
- Sales Management
- Reports
- Submit to e-Automate
Administrator Videos
- Control Panel – Globals Tab
- Manage Users
- Item Pricing
- Equipment Export/Import Features
- Current Equipment Manufacturing Pricing Update
- Item Pricing – Setting Required Accessories
- Item Pricing – Accessory Exclusions
- Item Pricing – EA Sync
- MPS Pricebook
- Merge Tool
- Lease Tracker (Admin)
- Best Practices
- Bookmarking
- Lease & PPT Rates
Miscellaneous Videos
- Document Storage
- Resource Center
- Account Import
- Quarterly Account Review Form
- Executive Portal
- CEO Juice Integration
- GALC Credit Application
- Leaf Credit App
- Supplies Network Integration
- US Bank Credit Application
Add on Modules
- SherpaGo
- SherpaGo Quick Activity
- SherpaGo Quick Contact
- SherpaGo Document Search
- Intelligent Device Mapper (IDM)
- Admin – Order Processing
- User – Submitting the Order
- UCC Tracker
- Admin – Setting Up New Templates in the EO Link
- Admin – Adding Products to the EO Product Library
- User – Submitting Proposals to the EO Integration
- User – Evolved Marketing Campaign
- Forza – User
- Forza – Admin
- DocuSign
- Vantage Online – User
- Vantage Online – Admin
- IT Services – Admin
- IT Services – User