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NEW Functionality for Expired Proposals

Making Sales

Here’s some tips on working with this new functionality:

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Categories

Training
Sales
Settings
Getting Started with Pricebook
Building A Proposal
Customizing Proposals
Making Sales
Release Notes

Video Topics

Impact of Newly Announced Tariffs on HVAC Pricing
New Customer Management Functionality
Notice to PricebookPlus Subscribers: Special Discount on Setup Fees for Mitsubishi Conversions
NEW: Service Images & Types
Updated “Buy Now” Checkout [VIDEO]
25C Tax Credit Updates
System Selector Updates [VIDEO]
How To Use Sales Commission Reporting
New Feature – Sales Commission Reporting
NEW Functionality for Expired Proposals
NEW FEATURE – Price Checker
Lead Source – New Feature [VIDEO]
NEW Spring Training Schedule – Starting in April ’23
Live and Recorded Webinars for Winter ’22-’23
WEBINAR RECORDING – Proposal Building
RECORDING: Building Specialty Proposals
UPDATE: Failsafe to maintain accurate AHRI data on proposals
Revising Your Retail Pricing [RECORDING]
Advanced Proposal Building RECORDING
Updating your Pricebook for Fall (Webinar Recording)
September 2022 Trainings
System Selector Tutorial
NEW! PricebookPLUS System Selector (WEBINAR RECORDING)

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