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Three learning paths outline

Katie Gaebel

Created on May 1, 2023

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Transcript

Three learning paths for Inside Sales 1 soft launch

These topics are the main training subject matter for the soft launch of Inside Sales Level 1. Full launch is expected late Summer 2023. You'll have access as a learner and manager.

NetSuite

Microsoft Excel

  • Intro learning in NetSuite, including:
    • Item look up
    • Bin location (NetSuite and RF-SMART)
    • Vendor look up
    • Customer look up
  • Sort/filter
  • Rows and columns
  • Basic formulas like SUM, COUNT, AVERAGE, VLOOKUP, IF
  • Format cells, use hide/unhide

Microsoft Outlook

  • Create email signature
  • Calendars, appointments, schedule a meeting
  • Send and receive attachments