3 November New Tutorial Videos Added November 3, 2022 By Angela Chiaravalle Software, Training Tutorials, Video, Training, Opportunities, Customers, Quotes, Clientele, Customer Notes, POS, Associates Newly Released Edge Tutorial Videos Opportunities Video Series: Opportunities Full Feature Walk Through - Step-by-step process fully detailing how to utilize the Opportunities feature in Edge. Topics include: Creating Opportunities, dashboards, reporting. and more. Opportunities Overview - An overview of the Opportunities feature released beginning with Edge version 22.2. Feature Setup - Video walk through on setting up permissions and system options for using Opportunities. Accessing Opportunities - Where to access the Opportunities feature throughout Edge. Creating New Opportunities - How to create a new Opportunity after setting up system options and permissions. Working with Opportunities - Working with the Opportunities screen, including adding events to the timeline and adding next steps. Closing Opportunities - How to close an existing Opportunity. Finding Opportunities - How to find existing Opportunities in Edge. Managing Opportunities - How to manage all Opportunities using the manager list view screen. Opportunities Reports - How to report on Opportunities using the newly added Opportunities Reports. Opportunities and Dashboards - How to setup Dashboard tiles to display key data for tracking Opportunities. Quotes Video Series: Quotes Full Feature Walk Through - Step-by-step process fully detailing how to utilize the Quotes feature in Edge. Topics include: Setup, working with quotes, and adding quotes to a sale. Quotes Overview and Setup - An overview of the Quotes feature released beginning with Edge version 22.2, with steps for setting up to use in Edge. Accessing Quotes - Where to access the Quotes feature throughout Edge. Working with Quotes - Working with Quotes in Edge, including how to add a new Quote and find Existing quotes. Adding Quotes to a Sale - How to add a generated Quote to a sale in POS. Customer Notes Revamp Video Series: Customer Notes Full Feature Walk Through - Full walk through of the newly revamped Customer Notes feature. Explains how to setup and use note categories, add new notes, and work with the customer notes screen. Customer Notes Revamp Overview - An overview of the changes one can expect when updating to the newly revamped Customer Notes feature in Edge. Working with Note Categories - Complete walk through on setting up note categories for Customer Notes. Includes how to add, edit, and delete categories. Adding New Customer Notes - How to add a new customer note using the revamped Customer Notes feature after successfully creating Note Categories. Working with the Customer Notes Screen - Detailed video explaining how to navigate the newly revamped Customer Notes screen. Click HERE to access these new videos, as well as the rest of the full catalog of currently available Edge Tutorial videos. Related Articles 21 July New Tutorial Videos Added Click here for links to newly added tutorial training videos. Topics Include: New Feature - Automated Reports 8 August New Tutorial Videos Added Click here for links to newly added tutorial training videos. Topics Include: New Feature - Tax Override 18 May New Tutorial Videos Added Click here for links to newly added tutorial training videos. Topics Include: Special Orders & Inventory Tag Layout 14 April New Tutorial Videos Added Listing of the newly added tutorial videos. 7 May NEW Tutorial Video: Description Templates Feature Click here to watch the newly added tutorial video with a full walk through on using the advanced Description Templates feature. Supporting Tip Sheet document also included. 3 January Physical Inventory Tutorial Getting ready for physical inventory? Watch our tutorial videos and review the updated documentation here! Back