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.
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.
This video shows how to create Suppliers, Supplier Contacts and Supplier Account Numbers in EQ.
Watch this video to learn how to customize your lists of items in EQ and make them specific for your company.
Learn how to create and save your own customized views in EQ lists.
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.
Watch this training video on how to set up your pricing profiles for your catalogs.
Watch this training video which shows you how to setup your cost factors for your catalogs.