Video Recordings
The April 2023 Forum covers the following topics:
Open Office Hours
Finding your Contacts using the Contacts Grid
Business Planning Revenue Project...
Tue, Apr 25, 2023 1:31 PM
The March 2023 Marketing Training covers the following topics:
Publisher Module - Why & How
Grid Navigation
Types of Documents You Can Generate ...
Tue, May 23, 2023 4:19 PM
The January 2023 Marketing Training covers the following topics:
Personnel Awards
Project Awards
Personnel References
Project References
Tue, Feb 6, 2024 6:18 AM
The January 2023 Forum covers the following topics::
Unanet Roadmap
Best Practices with Confidential/NDA Companies
Documents Section within Companie...
Tue, Feb 6, 2024 6:19 AM
The November 2022 Webinar Forum covers the following topics::
Business Planning Data
Project Grid Updates
Boomi JIP Changes
Project List - Case St...
Tue, Feb 6, 2024 6:21 AM
To create Resumes within the Publisher module, the first step is ensuring the Personnel record is set up correctly prior to using the Publisher module. Afte...
Wed, Oct 26, 2022 11:08 AM
The August 2022 Webinar Forum covers the following topics:
New Features/Processes
New and enhanced Project Grid (0:30)
Rebranding Activities/Ca...
Tue, Feb 6, 2024 7:46 AM
The June 2022 Webinar Forum covers the following topics:
Recent Field Updates in Opportunities Module (00:10)
Comments and Next Action Fields > me...
Tue, Feb 6, 2024 7:53 AM
The May 2022 Webinar Forum covers the following topics:
New Opportunity Form (01:20)
Myriad of ways to enter new opportunities
Jumping to required ...
Tue, Feb 6, 2024 8:21 AM
This CRM training covers the following topics:
Unanet CRM for Outlook
How to get add-in
Setting up preferences
Searching for existing records (e.g...
Tue, Feb 6, 2024 8:10 AM