Getting Started and Training Videos

Mark Conschafter avatar Rachel Lama avatar J
20 articles in this collection
Written by Mark Conschafter, Rachel Lama, and Jay Tremmel
Training Modules

Training Video: My Company Settings

How to set up your company information
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Written by Jay Tremmel
Updated over a week ago

Training Video: Creating Users & Permissions

How to set up new users or employees
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Written by Jay Tremmel
Updated over a week ago

Training Video: Adding Customers

How to add your customers to your acquire database
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Written by Jay Tremmel
Updated over a week ago

Training Video: Using Customer Search and Filters

How to search your customers and use filters
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Written by Jay Tremmel
Updated over a week ago

Training Video: Adding Pricebook Items

How to add an item to your pricebook
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Written by Jay Tremmel
Updated over a week ago

Training Video: Using Pricebook Searches and Filters

How to search and filter through your Pricebook
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Written by Jay Tremmel
Updated over a week ago

Training Video: Content Blocks

What are Content Blocks and how to set them up
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Written by Jay Tremmel
Updated over a week ago

Training Video: Content Blocks - Searches and Filters

How to use the searches and filters for your content blocks
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Written by Jay Tremmel
Updated over a week ago

Training Video: Setting up Templates

How to set up templates within Acquire
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Written by Jay Tremmel
Updated over a week ago

Training Video: Templates Search and Filters

How to use searches and filters to easily find your templates
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Written by Jay Tremmel
Updated over a week ago

Training Video: Adding Options to proposals

How to add single or multiple options to a proposal or template
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Written by Jay Tremmel
Updated over a week ago

Training Video: Creating and Assigning Proposals

How to create and assign proposals
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Written by Jay Tremmel
Updated over a week ago

Training Video: Using Proposal Searches and filters

How to search and filter through all your created proposals
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Written by Jay Tremmel
Updated over a week ago

Training Video: Rescheduling and Reassigning

How you can reschedule or reassign proposals
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Written by Jay Tremmel
Updated over a week ago

Training Video: Comparing Options

How to present a proposal and compare Options
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Written by Jay Tremmel
Updated over a week ago

Training Video: Accepting and Emailing Proposals

How to accept and email a proposal to your customers
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Written by Jay Tremmel
Updated over a week ago