Events

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February 2025

AccountManager Web Tutorial Virtual Event

This one-hour class will cover all of the navigation methods of AccountManager Web views (sorting, filtering, grouping, and exporting) as well as how to create your own custom views!  We’ll also show you how to create and edit new Accounts, Contacts & Opportunities.  This class is the perfect introduction for new hires, as well as […]
27 Feb
1:00 pm - 2:00 pm
March 2025

SalesAnalysis Web Tutorial Virtual Event

In this session, you’ll learn all about SalesAnalysis Web!  Come check out the new interface and how you can much more easily access sales and commissions data through the new SalesAnalysis Web.  Join us to learn all about it!
06 Mar
1:00 pm - 2:00 pm

AccountManager365 Outlook Add-in Virtual Event

Learn how to update your AccountManager information right from your Outlook inbox! Add or update opportunities, action items, accounts and contacts.
13 Mar
1:00 pm - 2:00 pm

AccountManager Mobile App Virtual Event

Learn how to update your AccountManager information right from your phone! Add or update opportunities, action items, accounts, and contacts – All done from the road!
20 Mar
1:00 pm - 2:00 pm
No event found!