TRAINING VIDEOS

Click videos below to watch the training videos for
the Estimate Calculator Audit tool.

Sign Up & Log In


In this video we go over how to sign up and log in to the
estimate calculator audit tool for the first time.

User Interface


In this video we’ll go over the general user interface for the
estimate calculator audit tool.

Add & Convert a Lead


In this video we’ll go over how to add and a convert a lead
in the estimate calculator audit tool.

Add a Project


In this video we’ll go over how to add a project from an opportunity.

Project Pricing & Proposal


In this video we’ll go over how to make adjustments to the
project pricing, and generate a proposal.