Course curriculum

    1. Orientation & Roles

    2. Striven Menus & Actions

    3. My Dashboard

    4. Favorites

    5. Introduction Activities

    6. Orientation & Roles Quiz

    1. Company Settings

    2. Company Locations

    3. Custom Fields

    4. Custom Lists

    5. Divisions

    6. Teams Setup

    7. Skillsets

    8. Asset Categories

    9. Adding Company Assets

    10. Company Asset List

    11. Company Asset Checkout

    12. Company Asset Reservation & Return

    13. Fleet Maintenance

    14. Expense Types

    15. Submitting Expenses

    16. Expense Queue - Approvals

    17. Expense Checks

    18. Time Off Set Up

    19. Time Off Entry & Approval

    20. Vacation Adjustment

    21. Time Off Calendar

    22. Hub

    23. Surveying, Forms, Quizzes, & Assessments

    24. Discussions

    25. Buzz

    26. Appointments Configurations

    27. Holidays

    28. Striven Calendar Terminology

    29. My Calendar & Creating Others

    30. Selecting & Managing Calendars

    31. Appointment Conflict Resolution

    32. Time & Expense Settings

    33. Happiness Ratings Configurations

    34. Happiness Ratings Email Content

    35. Happiness Rating Views & Reporting

    36. User Roles, Security & Requesting Access

    37. My Profile

    38. Adding Employees

    39. Employees List & Org Chart

    40. Job Titles

    41. Employee Shifts

    42. Shifts & Schedules

    43. Employee Setup

    44. Employee Dashboard

    45. Time Entries

    46. Timesheets Approval Queue

    47. Company & Employee Setup Quiz

    1. Imports & Data Migration

    2. Imports & Data Management Quiz

    1. Tasks Basics

    2. Task Activities

    3. Task Basics Quiz

    1. CRM & Sales

    2. CRM Activities

    3. Customer Dashboard & Navigation

    4. Customer Tracked Work

    5. Customer Notification Settings

    6. Customer Reports

    7. References

    8. Customer/Vendor Account Options

    9. Customer Settings

    10. Adding Customers and Contacts

    11. Import Customers and Contacts

    12. Customer List

    13. Contact Profile via List versus Customer Contact Profile

    14. CRM Dashboard

    15. Assignment Categories

    16. Assignment Customer Security

    17. Updating or Deactivating Assignments in Bulk

    18. Customer Asset Types

    19. Customer Asset Types Grid Fields and The Customer Assets Dashboard

    20. Customer Assets Custom Fields

    21. Customer Asset List

    22. Customer Asset Information

    23. CRM and Sales Quiz

    1. Orders & Portals

    2. Orders Activities

    3. Customer/Vendor Portal Settings & Logging In

    4. Customer Portal View & Stored Information

    5. Leads Setup & Management

    6. Opportunity Setup

    7. Opportunity Management

    8. Sales Order Types

    9. Sales Order Custom Columns

    10. Sales Order Printable Formats

    11. Sales Order List

    12. Sales Order Stored Information & Actions

    13. Internal Quote Review Queue

    14. Recurring Expiration Queue

    15. Sales Settings

    16. Customer Price & Vendor Cost Lists

    17. Invoices

    18. Time & Expense Invoices

    19. Payments

    20. Credit Memos

    21. Transactions List

    22. Sales Order Reporting

    23. Printable Formats

    24. Collections Workflow Setup

    25. Processing Collection Queue

    26. Customer Collections Page & Log

    27. Sending Customer Monthly Statements

    28. Customer/Vendor Portal Menu Bar

    29. Recurring Sales Orders: Price Updates

    30. Orders and Portals Quiz

About this course

  • Free
  • 206 lessons
  • 24.5 hours of video content

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