Yellow Belt
Yellow Belt
Embedded Files
Hands on Learning!!
1) Sales System Software Template view/copy
Click on the link to open the software template. If you have a google account you can click "File > Make a Copy" to get your own copy on Google Drive. If not you can just look at it in "view only mode" for initial education for now.
The software templated comes with a small amount of sample data.
Spend 10 to 20 minutes clicking around the system until you are familiar with how to get around the system. If you downloaded a copy, create some records if you can figure out how to do that. You can also then try to email a copy of things to yourself as well, if can figure out how to do that. NOTE: when you try to use the computer scripting functions for that, you will be presented with a scary "google drive sharing message". While we can assure you it's safe many of you need a lesson to understand why ours is and why others may be, but how to know what to look for in systems from others to ensure your privacy.
2) Group Exercises
At this point it's important to engage in a short group exercise to go over software flow, details, and that scary file sharing message, if you can. In person is great if you can find local people to support you, but if not, we'll be trying to provide some videos to help with your orientation.
NOTE: Don't try to "master the software" right now. You just want to get the feel for it. There are more documents on another website that will help you master it when the time comes.
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