4M Training FREE to EQ Users!
4M Sales Training is now available as an online webinar course, AND it’s FREE to EQ Users! Click the link to get access to this most valuable training in the industry.
Catalog Switcher
This post explains how to use the Catalog Switcher, and what it does. This helps you change products from one catalog to another one, dealing with the differences in product codes, selections and modifications.
Creating Suppliers
This video shows how to create Suppliers, Supplier Contacts and Supplier Account Numbers in EQ.
Customizing Lists
Watch this video to learn how to customize your lists of items in EQ and make them specific for your company.
Save Customized List Views
Learn how to create and save your own customized views in EQ lists.
Using DocuSign in EQ
Many users would like to have their customers sign proposals/contracts electronically instead of on paper. You can do this with the help of an electronic signing platform, like DocuSign.
Setting Up Pricing Profiles
Watch this training video on how to set up your pricing profiles for your catalogs.
Setting Up Cost Factors
Watch this training video which shows you how to setup your cost factors for your catalogs.
