BTech Support

866-647-5200
Login

December 2023: Marketing Training

Modified on: Tue, Dec 5 2023 3:04 PM

The December 2023 Marketing Training covers the following topics:

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


Was this answer helpful?