Sales
Onboarding for salespeople. This includes understanding the Catalog, Decorations, Automations, and of course a deep dive into Quotes including common use cases and examples.
Intro
Taxes
Quote Terms & Conditions
Customers Overview
Consider accounting
Customer Profiles
The Hoops Catalog - An Overview
The Different Ways to Add Products
Decorations - The Basics
Ad-Hoc decorations
The Basics
The Ways of Adding Line Items
"Rolled Up" Pricing vs "Broken Down" Pricing
Price Builder Fundamentals
Quoting for Decoration Only
Images on Quotes
Settings/Controls on Quotes
The Customer's Experience with the Quote
Quote Owner
Commenting & Accepting Online
Cost Average Calculation Breakdown
Override Sell Price (Sexy Pricing)
Decoration Types
Clear & concise 1-5 minute video lessons will make you a Hoops pro! You can start the course and come back to it anytime. Plus, it's 100% free