Salesperson Learning Track

7 articles in this collection
Written by Weston Zimmerman and Fred Pape

Welcome

Welcome! - Salesperson Learning Track

Written by Fred Pape
Updated over a week ago

First Thing You'll Want to Do

Step 1: Add Customers

Written by Fred Pape
Updated over a week ago

Next Thing You'll Want to Do

Step 2: How to Schedule a Consultation

Ready to schedule a consultation? Good! Let's go!

Written by Weston Zimmerman
Updated over a week ago

Step 3: How to Build an Estimate

Watch a video tutorial on the Estimate workflow from beginning to end. Includes: building workareas, selecting cost codes, divisions, etc.

Written by Weston Zimmerman
Updated over a week ago

Step 4: How to Send a Proposal

Send a proposal to a customer for approval

Written by Weston Zimmerman
Updated over a week ago

Step 5: How to Schedule a Job

Learn how to schedule a job in SynkedUP

Written by Weston Zimmerman
Updated over a week ago

Last Steps You'll Want to Take

Step 6: How to Read the Job Costing Report

This is an overview of the Costing & Analysis screen and how to use these numbers to become more accurate in your future Estimates.

Written by Fred Pape
Updated over a week ago