Training

EDGE Online Training

Contact us for Login Instructions

Client Sales Statuses

Adding a Contract

Adding a Prospect

Adding an Account

Commission Plans

Attach a Document

Client Views in CRM

Create a Contract

CRM Sales Status

Contract Renewals

ECL Application

Filter and Search

Add Payment Period

Edit Supplier File

Variance Report

Find Parent Contract

Find Expired Contract

Matrix Quick Quote

Broker Client Report

RFP Broker Overview

RFP Pricing Response

Document Exchange

Broker - Create Bid

Messaging Introduction

Supplier RFP Overview

Receive Link & Send Pricing

RFP Workflow Example

Schedule Task/Call/Event

Search for Contracts