Video Library
Getting Started with SalesChain
Course Link



Logging In

SalesChain System Navigation

Changing Your SalesChain User Preferences

Mobile Login and Basic Navigation

SalesChain's Schedule Desk

New User Training Introduction

Section One Lessons 1 and 2 Vocabulary

Finding Support Resources

CRM “New User” Training
Course Link

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2


Sales Rep Activity Report

Creating New Leads

The Mobile Activities View

Adding, Editing and Viewing CompEQ Records

Acting On Tasks

Creating Accounts

Mobile Catalog Lookup

Lesson 03 Vocabulary

Editing Contacts

Notes

Section Five Vocabulary

Processing Competitive Losses

Appointments

Filtering the Forecast

Editing Accounts

The Mobile Lead View

Creating Tasks

Editing Tasks

Adding Contacts

Editing Leads

The Forecasting Desks

The Mobile Account View

Mobile Actions and Activities

Advanced Searching In the Mobile Account View

Acting On Tasks – CRM Training – 03-03

Notes – CRM Training – 03-06

Creating Tasks – CRM Training – 03-01

Editing Tasks – CRM Training – 03-02

Editing Contacts – CRM Training – 02-04

Adding Contacts – CRM Training – 02-03
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CPQ “Deal Pricing” Training for Imaging Reps
Course Link



The Lead Proposal Order Family Tree – Imaging Deal Pricing 01-02

Course Intro – Imaging Deal Pricing – 01-00

Double Checking Account, Contact and Lead Information – Imaging Deal Pricing – 01-03

The General Tab of the OBD – Imaging Deal Pricing – 01-06

Price Levels and Credit Levels – Imaging Deal Pricing – 03-07

Entering a Service Takeover – Imaging Deal Pricing – 02-10

Soft Costs Order Adjustments – Imaging Deal Pricing – 03-04

The Financing Summary – Imaging Deal Pricing – 03-06

Selling Accessory Only Bundles – Imaging Deal Pricing – 02-04

Editing Rates, Allowances and Overages – Imaging Deal Pricing – 02-08

Requesting Special Pricing – Imaging Deal Pricing – 02-11

The Scenario Pricing Tool – Imaging Deal Pricing – 03-08

Editing, Cloning and Removing Bundles – Imaging Deal Pricing – 02-03

Creating a New Proposal From an Existing Lead – Imaging Deal Pricing – 01-04

Proposal Basics Vocabulary – Imaging Deal Pricing – 02 01

Creating Groups and Blending Service Rates – Imaging Deal Pricing – 02-09

The Pricing Tab Screen Tour – Imaging Deal Pricing – 03-02

Manual Machine Entry – Imaging Deal Pricing – 02-06

The Service Tab – Screen Tour and Contract Types – Imaging Deal Pricing – 02-07

Navigation of the OBD – Imaging Deal Pricing – 01-05

Service Summary- Imaging Deal Pricing – 03-05

Equipment and Adjustments Subtabs- Imaging Deal Pricing – 03-03

SalesChain CPQ Vocabulary – Imaging Deal Pricing – 01-01

Attaching a Document to a Proposal or Order – Imaging Deal Pricing – 04-05

Submitting a Credit Application – Imaging Deal Pricing – 04-06

Billing, Finance, and Proposal Wizard Vocabulary – Imaging Deal Pricing – 04-01

Changing Bill To Contact and Address – Imaging Deal Pricing – 04-02

The Finance Tab Screen Tour – Imaging Deal Pricing – 04-03

Associating an Existing Lease for Upgrade – Imaging Deal Pricing – 04-04

The Wizard Tab – Imaging Deal Pricing – 05-01

Processing Optional Upgrades – Imaging Deal Pricing – 05-02

Configuring and Generating Proposals – Imaging Deal Pricing – 05-03

Cloning Proposals & Revisiting the Family Tree – Imaging Deal Pricing – 05-04

Making an Order – Imaging Deal Pricing – 06-01

Order Statuses – Imaging Deal Pricing – 06-02

The Order Desk – Imaging Deal Pricing – 06-03

Fulfillment and Documentation Vocabulary – Imaging Deal Pricing – 07-01

The Delivery Tab – Screen Tour – Imaging Deal Pricing 07-02

Adding Your First Delivery Job – Imaging Deal Pricing – 07-03

Adding Additional Delivery Jobs – Imaging Deal Pricing 07-04

Allocating Equipment to Delivery Job Locations – Imaging Deal Pricing – 07-05

Adding Pickup and Move Instructions – Imaging Deal Pricing – 07-06

Adding Delivery Job Location Info – Imaging Deal Pricing – 07-07

The Documents Tab – Imaging Deal Pricing – 07-08

e-Sign – Imaging Deal Pricing – 07-09

Adding Bundles in the Products Tab – Imaging Deal Pricing – 02-02

The Line Item View – Imaging Deal Pricing – 02-05

Editing Rates, Allowances and Overages – Imaging Deal Pricing – 02-08

Pricing Details Vocabulary – Imaging Deal Pricing – 03-01
