December 2023: Marketing Training
The December 2023 Marketing Training covers the following topics:
- Publisher Resume Updates and Best Practices
- Update parent resume templates
- Following document naming convention
- Use Publisher to create parent and/or market-specific resumes
- Generate parent resume and manipulate IDML file to create proposal-specific resumes
- Resume word template and Publisher Resume Guide coming soon
- Publisher Project Lists – ability to delete ALL or delete individual projects
- Default Project Data Sheet
-
Marketing Staff Team Allocations – coming soon
- Validating Stage Changes for Opportunities
- Power BI - Pipeline Submission Stats Dashboard
-
How to Search for In Progress vs. Completed Projects
- Project Advanced Search
- Project Grid
- Project Reports
- Publisher Project Lists - Existing Report vs. Project List Criteria
- New Form Features – what’s possible
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