Classroom Training Agenda

Here's what's covered in our free masterclass training program:

Day One (VISION)

VISION Introduction 9:00AM


Logging In

Administrative – Company Settings

System Settings – Codes, Phrases, Marketing Tags, Terms & Conditions

Dashboard

 

Customer Relationship Management 9:30AM


Calendar

Adding/Editing Customers/Vendors

Customer Record: Notes and Activities

Customer Order History, Applying Logos

 

Product Research 10:30AM


Featured Products, Preferred Vendors

Virtual Sampling/My Logos, Keyword & Filter Search

Using the Clipboard

 

Comfort Break / Refreshments 11:00AM

 
 

Projects/Presentations 11:30PM


Create/Edit Project

Create Presentation

Edit Product

Design View, Send & Follow Up

 

Quotes and Sales Orders 12:30PM


Edit Product, Additional Costs

Separator Line, Quick Product Add

 

Purchase Orders and Invoicing: 1:30PM

 

Training finishes approx. 2:00PM  

Day Two (Mostly STORE)

VISION Customization 9:00AM


Sale Price Controls

Decoration Methods, Decorator Matrix

Adding Products / My Products

 

Creating Company Stores 9:30AM


Login and Administration

General Settings

 

Customizing Websites 10:00AM


Overall Style, Layout, colors

Adding and Editing Modules

Supplier / Categories / Products

 

Comfort Break / Refreshments 11:00AM

 

Adding & Editing Pages 11:30AM

 

More pages = more leads!

 

Links and Images 12:00PM

 

Banners, Text / HTML blocks, and Photo Albums

 

Social Media 12:30PM

 

eCommerce 1:00PM


Settings, Management and Customer Experience

 

Search Engine Optimization 1:30PM

 

Training finishes approx. 2:00PM

 

Classroom Training Registration

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