We have AE training every Monday and Friday at 2:00 pm ET; and a self-paced module to be done between the two. The training is designed to be taken in order, however it does not have to be in the same week. As there is homework and the sessions build on each other, we recommend the new Seller having some accounts before taking the training. To register for this training, please choose your week for training and click on the corresponding registration link listed below. Once registered you will receive a link to JOIN and a reminder from Go To Training.
Phase 1 : Overview and Account List
Will involve an overview of the system and the basics of logging in, system navigation and maintenance, requesting accounts, add/edit contacts, Strategic Account Management.
Phase 2 - Reports - SELF PACED
Brief review of Phase I including Q&A. Concentrate on reports including monthly billing, Y-Y comparisons, non-returning reports) followed by Q&A.
Phase 3 - Pendings/Forecasting
Concentration on entering and managing pending business and sales activity for the seller. Will also cover the calendar and activity management as well as the reports which impact these systems.
Training Registration Links: