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Sales Orders, from Paperwork to Delivery using CEO Juice

 

Sales Orders, from Paperwork to Delivery using CEO Juice

   
 
     

 

 
 
 

 

 

Join us for a Webinar on October 29

     
 

 

 

 

 

     
     
 
 

Note this is October 29th, not November.

Jon Balter's overview of how to automate the equipment sales order process seemed like the most popular presentation at the eAutomate User Group, we brought in more chairs but still had standing room only and people in the corridor.

Jon is doing the exact same presentation on this webinar, there will be a recording but join live to get your questions answered and be clear on the process. You do not have to be a CEO Juice client to implement this but you would need DTF to fully implement.

 

Title:

Sales Orders, from Paperwork to Delivery using CEO Juice

Date:

Tuesday, October 29, 2013

Time:

8:30 AM - 9:30 AM PDT

 

After registering you will receive a confirmation email containing information about joining the Webinar.

 

System Requirements
PC-based attendees
Required: Windows® 8, 7, Vista, XP or 2003 Server

 

Mac®-based attendees
Required: Mac OS® X 10.6 or newer

 

Mobile attendees
Required: iPhone®, iPad®, Android™ phone or Android tablet

 

 

Space is limited.
Reserve your Webinar seat now at:
https://www1.gotomeeting.com/register/594824888

 
Documentation at https://support.ceojuice.com/entries/21853514-Equipment-Sales-Order-Process
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1 Comments

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    Juice Support

    Presentation attached, alerts referenced are;

    Sales order status series ID348 to ID353

    ID425, Delivery & Acceptance Form 

    ID266, Notify sales rep of new call / completed calls for selected calltypes

    ID312, Equipment Install Survey

    ID34, Tech Activity report

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