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.

To enter the meeting:

Join Microsoft Teams Meeting

+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
 
WHEN:

Wed Jun 10th 10:00 am -
Wed Aug 12th 11:00 am

WHERE:

Online Webinar | MFG

VIRTUAL, ONLINE MEETING