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MORE LEARNING
Dashboard Functions
7
Orders Widget
Order Status Widget
Custom Catalog Widget
Print Jobs Widget
View Catalogs Widget
See all 7 articles
Create an Order
12
Create New Order
View Catalog Screen (Order)
Standard Order Build Screen
Quick Order Build Screen
Enter Quantities Screen
See all 12 articles
Key User Flows
8
View a Catalog
View a Catalog Flow
Create Standard Order Flow
Create a Quick Order Flow
Create a Whiteboard Flow
See all 8 articles
Order Imports/Exports
7
Import a File
Export to XLSX
Export Order PDF
Create an Availability Output (Excel)
Create an Availability Output (PDF)
See all 7 articles
User Menu
2
Preferences
Account Settings
Order History
2
Order History Basics
Export CSV
Sharing
2
Recommended Rep Sharing Pathways
Share With Dealer
Create a Custom Catalog
5
Create a Custom Catalog Screen
Create a Custom Catalog
Print (PDF Output)
Share a Custom Catalog
Menu (Custom Catalog)
Create a Whiteboard
7
What is a Whiteboard?
How do I create a Whiteboard?
Whiteboard Layout Guides
Adding and duplicating pages in your Whiteboard
Important Keyboard shortcuts in Whiteboard
See all 7 articles
View a Catalog
6
View a Catalog Select Screen
View a Catalog Screen
View Page Types
Notes & Catalog Revisions
Ratings
See all 6 articles
Videos
1
Video Library
Webinars
9
Sign Up for Webinars
Custom Catalogs - The Basics
Custom Catalogs - Beyond the Basics
Rep Focused Webinar: Master Your Virtual Sell-In Strategy with Elastic
Dealer Focused Webinar: Learn Efficient Pathways & Techniques
See all 9 articles
Video Scripts
6
New User Registration Script
Resetting Your Password Script
Dashboard Navigation Script
Creating a New Order Script
Standard Order Mode Script
See all 6 articles
Help Desk Software
by Freshdesk