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  1. Intelligent Mobile Support
  2. ProConnect Admin Team

ProConnect Admin Team

ProConnect Admin Team Workflow instructions

Sales Builder Pro Management

  • ProConnect Deal Manager Workflow (ProConnect Admin)
  • New Search Capabilities: Search Tab (ProConnect Admin)
  • Deal Manager: Remote Deal Acceptance (ProConnect Admin)
  • Manage Deal Tabs - Membership Agreements, Upload Documents, Install Material Exports (ProConnect Admin)
  • Sales Management Tools - Export Reports (ProConnect Admin)
  • Use the Win-Loss Report to Analyze Proposal Data (ProConnect Admin)

FAQ

  • How do I Log-In to the ProConnect Management Portal?
  • When does SOLD appear in the Back Office Email?
  • What is a valid quote? When is a job classified as a WIN?
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