Sales Builder Pro Refresher Sessions

Need a Refresher ?

Do you have a sales rep who is new to Sales Builder Pro? Do you have an office admin that got brought on but never participated in our live portal learning? Do you need a refresher on parts of Sales Builder Pro you aren't utilizing to its fullest?

Let's get learning! Book a Refresher Session!

 

App Refresher for Sales

Managers and Sales Team: In this 60-minute session, we will build a quote utilizing all of the features, new and old! We'll discuss pre-populated rebates, compare financing programs, customize the quote for a specific customer, remote signatures, Deal Manager, and how to customize your user settings.

Please contact [e-mail] to schedule a session for your team.

Management Portal Refresher for Admins

Managers: In this 60-minute session, we will review each of the Management Portal sections with special emphasis on our newest features; Recommend and compare Financing Options, Pre-populated discounts and rebates, Deal Manager, and Custom Settings.

Please contact [e-mail] to schedule a session for your team.

Pricing Rules Refresher for Admins

Managers: In this 60-minute session, we'll briefly review the Margins, Install Materials and Labor Costs, and Overall Job Costs. Do you need to add new kits? Would you like to include labor with the install kit items that are time-consuming or risky? Learn more about how to customize your calculated sale prices.

Please contact [e-mail] to schedule a session for your team.