Sales Training & Video Tutorials

Learn how to navigate the order page, create new orders, and complete the entire order process from start to finish.

Import and create orders efficiently using Excel spreadsheets. Learn the proper format and import process.

Understand what preorders are, when to use them, and how to create and manage preorder windows.

Master the customers page interface. Learn how to filter, search, and quickly find the customers you're looking for.

Explore the customer details page with client information, order history, and important account data.

Step-by-step guide on how to onboard new customers and get them started with your services.

Understand the customer application journey and the steps required to become an approved customer.

Create and send announcement messages to your customers through the portal system.

Set up and manage marketing campaigns, special offers, and promotional activities for your customers.

How to report bugs, request features, and use the ticket system to communicate with the development team.