The December 2023 Forum covers the following topics: End Date and Bid Job # Issues + Troubleshooting Changes to Activity Event Log Values Event Mailing Lists Tags Associating Contacts to Opportunities Adding Contacts to Mailing Lists - Swinerton Quarterly & Economic Outlook Trends Power BI Dashboard Updates Q&A <span class="fr-mk" style="display: none;"> </span><span class="fr-mk" style="display: none;"> </span><span class="fr-mk" style="display: none;"> </span>

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 <span class="fr-mk" style="display: none;"> </span><span class="fr-mk" style="display: none;"> </span><span class="fr-mk" style="display: none;"> </span><span class="fr-mk" style="display: none;"> </span><span class="fr-mk" style="display: none;"> </span><span class="fr-mk" style="display: none;"> </span><span class="fr-mk" style="display: none;"> </span>

The September 2023 Marketing Training covers the following topics: Knowledge Base – ENR Rankings Updated Personnel Education Degree Value List Synced Project Fields between Unanet, CMiC, and Opportunity Records How to Search for a Specific Project Feature Method #1 – Project Advanced Search Method #2 – Project Description Report Project Grid Features Importance of Updating Project References Best Practices and Tips with Publisher Resumes Registrations and Memberships <span class="fr-mk" style="display: none;"> </span><span class="fr-mk" style="display: none;"> </span><span class="fr-mk" style="display: none;"> </span><span class="fr-mk" style="display: none;"> </span>

The August 2023 Forum covers the following topics: Creating Sub Opportunities on Mobile App New Duration and GC Lag Fields Preliminary Award Stages and Date Updates Opportunity Priorities Field Usage Power BI Shortcuts and New Market and Opportunity Insights Report Booking Time on Chad and Kim's Calendar Q&A <span class="fr-mk" style="display: none;"> </span><span class="fr-mk" style="display: none;"> </span><span class="fr-mk" style="display: none;"> </span><span class="fr-mk" style="display: none;"> </span>

The August 2023 Forum covers the following topics: Creating Sub Opportunities on Mobile App Quick Search Improvements Linking Contacts to Opportunities and Projects Sneak Peak of new Project Duration and GC Lag fields to automate dates in Opportunities New Company Industry/Sector field  Open Q&A <span class="fr-mk" style="display: none;"> </span><span class="fr-mk" style="display: none;"> </span><span class="fr-mk" style="display: none;"> </span>

The July 2023 Marketing Training covers the following topics: Master/Sub Project Use Case Publisher Module - new document naming convention guide Refresher on "Complete" vs. "Incomplete" Project information and how that impacts the output and efficiency of Publisher Docs, Reports, and Power BI Example of a recent Proposal (Resume & Project Sheet) and where the piece of content should be stored in Unanet Questions from Survey Is there a way to view all the proposals assigned under one specific marketer in Unanet? Where can we store competitor information collected collected during capture planning? Using Unanet for Campaigns such as holiday gift lists Is there a "free" version of Unanet that all new employees can access to enter in their own experience, education, certifications, etc? <span class="fr-mk" style="display: none;"> </span><span class="fr-mk" style="display: none;"> </span><span class="fr-mk" style="display: none;"> </span><span class="fr-mk" style="display: none;"> </span><span class="fr-mk" style="display: none;"> </span>

The May 2023 Marketing Training covers the following topics: New Features Mobile - Caller ID  Pipeline View and sub Opps in Web App Dashboard Widget Filters and View All Data Button Mail Chimp Integration and Steps you need to take for your contacts Discussion Topics and Best Practices – Cont’d from last Office Hours How do I properly document notes/client conversations in Company and Contact records –The Why and the How Automated Dates for Child Opportunities/Self Perform Contacts and Mandatory Field in Opportunities ? Discussion Competition on Opportunities Service Types – Discussion Power BI Initiatives - Update <span class="fr-mk" style="display: none;"> </span>

The May 2023 Forum covers the following topics: New Features Mobile App – Card Scan and Maps Outlook for Mobile – Unanet CRM Add-In Knowledge Base Launch – ENR Publications and Ranking Info Document area in Leads and Opps Pipeline View and sub Opps in Web App Mail Chimp Integration and Steps you need to take for your contacts Updates Staff Team Roles on Opps and Projects – Updated/Consolidated roles Contacts and Mandatory Field in Opportunities – Discussion General Prequal Process  

The May 2023 Marketing Training covers the following topics: New General Prequalification process Knowledge Base kick off/ENR Stats Updates on Substantial Completion Dates in CMiC Canto Integration update and process for Project Photos/Headshots Staff Team Roles – New Roles and changes – Opps and Projects Proper Resume Description Designation

The April 2023 Forum covers the following topics: Open Office Hours Finding your Contacts using the Contacts Grid Business Planning Revenue Projection Grid Contact Import and Management Power BI Project Marketing Stats