Harvey ClearWin Virtual Training
Please join us weekly at 10:00 am for an introduction and overview of ClearWin. The easy, accurate, clear window and door quoting tool from your partners at Harvey Windows + Doors.
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+1 781-261-0557 United States, Lynn (Toll)
Conference ID: 379 997 620#
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In these meetings we will cover the following:
- Quick Start Guide
- ClearWin Home Page
- Creating a Header with your Company Logo for your Customer Quote
- Set Pricing Preferences for your Customer Quote
- Explore the Need Help Getting Started Feature
- Create a quote
- Edit a quote
- Make a single line item change and apply it to all line items or specific line items in a Quote
- Copy a quote or a single line item into a new quote.
- Configure replacement components i.e.. Sash, Screen etc.
- Create Favorites, a standard window created by the user that can be accessed quickly and added to any future quote.
- Pricing Details
- Printing, Downloading, and Emailing Paperwork
- My Quote and My Orders Tabs
- How to check Manufacturing Status & Ship Dates.
- Q & A