November Training Webinars
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November Training Webinars
This month we will be running two training webinars for our ProposalPoint clients to give you the chance to see the latest updates in action...
By Ryan O'Grady
Posted on Tue, Nov 13, 2018
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10 Minute ProposalPoint Demo
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10 Minute ProposalPoint Demo
Hi, guys. Welcome, today to this training session basically I'm gonna try to do this in less than 10 minutes. So you'll see here, you're...
By Ryan O'Grady
Posted on Fri, Sep 28, 2018
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ProposalPoint Training Video 1: Dashboard
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ProposalPoint Training Video 1: Dashboard
This is the ProposalPoint dashboard. So you log in and using your credentials, you'll see in the top right-hand corner, your username and photo which...
By Ryan O'Grady
Posted on Thu, Aug 09, 2018
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ProposalPoint Admin Console Demonstration
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ProposalPoint Admin Console Demonstration
Welcome, to the admin section of proposal point. We've just relaunched this and it's got some fabulous new features, at the top here you'll see...
By Ryan O'Grady
Posted on Thu, Aug 09, 2018
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Proposal Training Videos 2: Proposals
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Proposal Training Videos 2: Proposals
Looking at the proposal back-end in a little bit more detail, once you scroll down from your graphs that you can see here, you've got...
By Ryan O'Grady
Posted on Wed, Aug 08, 2018
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ProposalPoint Training Video 3: Settings
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ProposalPoint Training Video 3: Settings
Still within the Dashboard, you'll see on the left-hand side a Settings tab. If you click on that, that opens up and you'll see some...
By Ryan O'Grady
Posted on Wed, Aug 08, 2018
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ProposalPoint Training Video 4: Profile
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ProposalPoint Training Video 4: Profile
Still within the ProposalPoint dashboard area, you'll see on the left-hand side there a profile tab. If you click on that, this is where you...
By Ryan O'Grady
Posted on Wed, Aug 08, 2018
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ProposalPoint Training Video 5: How to Add a New Proposal – Proposal Details
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ProposalPoint Training Video 5: How to Add a New Proposal – Proposal Details
We are in the ProposalPoint "Dashboard" section and we'd like to now create a new proposal. We do that by clicking on the "New Proposal"...
By Ryan O'Grady
Posted on Tue, Aug 07, 2018
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ProposalPoint Training Video 6: How to Add a New Proposal – Property Details
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ProposalPoint Training Video 6: How to Add a New Proposal – Property Details
The next step in creating your proposal, step two is pretty straightforward, you'll see here that the property map is located via the pin there....
By Ryan O'Grady
Posted on Tue, Aug 07, 2018
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ProposalPoint Training Video 7: How to Add a New Proposal – Proposal Elements
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ProposalPoint Training Video 7: How to Add a New Proposal – Proposal Elements
Moving on to the third section of building a new proposal, and this is the proposal elements tab. All of these sections we pre-fill for...
By Ryan O'Grady
Posted on Tue, Aug 07, 2018
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