Minimum Version Required: 25.01
Steps
Webinars:
Product and Customer Management (Video Duration - 56 min)
Product Controls Overview (Video Duration - 45 min)
Users, Permissions, & Roles Basics (Video Duration - 50 min)
Configuring Encompass Mobile (Video Duration - 30 min)
Encompass Mobile Basics - Sales & Delivery (Video Duration - 48 min)
Encompass Mobile - Sales Tools & BBPs (Video Duration - 54 min
Comparison Reports (Video Duration - 48 min)
Comparison Reporting - Sales & Beyond (Video Duration - 1 hour)
Fusion for Business Users (Video Duration - 1 hour)
Fusion Lite (Video Duration - 58 min)
Surveys & Objectives (Video Duration - 56 min)
Display Surveys (Video Duration - 50 min)
User Management:
How to show Time Clock Shifts (Video Duration - 2 min)
Managers Hierarchy and Management (Video Duration - 3 min)
Salesmen Sales Manager Custom Fields (Video Duration - 1 min)
Adding Employee Commissions and Commission Groups (Video Duration - 3 min)
Customer Management:
Add A New Customer (Video Duration - 5 min)
Copy A Customer (Video Duration - 2 min)
Editing Customers Users (Video Duration - 1 min)
Add a User to Pre/Post Delivery Alerts (Video Duration - 1 min)
Customer Sales Dashboard (Video Duration - 1 min)
Customer Product Groups (Video Duration - 2 min)
Objectives/Surveys:
Create An Objective - Survey (Video Duration - 2 min)
Objective Statuses (Video Duration - 3 min)
Create An Objective Schedule (Video Duration - 3 min)
Create An Activity Objective (Video Duration - 2 min)
Tap Handle Survey Setup (Video Duration - 4 min)
Targeted Sales Execution Dashboard (Video Duration - 2 min)
Supplier/Chain Objectives:
Sales Management Tools and Processes:
Import To Shopping Cart (Video Duration - 3 min)
Custom Mobile Applications (Video Duration - 3 min)
Invoicing:
View Customer Invoices (Video Duration - 1 min)
Invoice Audit (Video Duration - 2 min)
How to Find a Deleted Invoice (Video Duration - 2 min)
Hot Shot Process (Video Duration - 3 min)
On Hold Process (Video Duration - 2 min)
Generate AR Override Codes (Video Duration - 1 min)
Enhanced Invoice Reversal and Correction Workflow (Video Duration - 2 min)
Print Invoices: Bulk Invoices (Video Duration - 2 min)
Reporting:
Troubleshooting Encompass Mobile:
Delete All Current Data (Video Duration - 1 min)
Alert - Customer Location Does Not Exist (Video Duration - 1 min)
Product Not Authorized Invoice Troubleshooting (Video Duration - 1 min)
Dashboards:
