M&E Onboarding Program Week 1

Introduction

2Lessons · 15 min
- Introduction to the M&E onboarding program
- Meet the Crew
Useful videos

8Lessons · 1 hr 2 min
- Multi-Company Basics
- Multi-Company Transactions
- Fiscal Positions
- Multi-company and branch management
- Multi-Currency - Realized Gains/Losses
- Multi-Currency - Unrealized Gains/Losses
- CRM Basics Pt.2 Scheduled Activities & Moving Opportunities
- Importing and Exporting Data
Use Cases

2Lessons ·
- General Use Cases
- Sales & CRM Use Cases
Day 1

5Lessons · 20 min
- Meeting with Rachel Morgan
- Email from Rachel Morgan
- Email from Alex Kim
  
  New
- Fiscal Location Tutorial
- App Download Tutorial
  
  New
Day 2

2Lessons ·
- Email from James Okafor
- Chat from Alex Kim
  
  New
Day 3

9Lessons · 10 min
- Email from Omar Khalil
  
  New
- Database download tutorial
- M&E Appliances - Bill of Materials.xlsx
- M&E Appliances - Customer Contacts.csv
- M&E Appliances - Employee Directory.csv
- M&E Appliances - Product Catalog.xlsx
- M&E Appliances - Sales Pricelist.xlsx
- M&E Appliances - Vendor Contacts.csv
- M&E Appliances - Vendor Pricelist.xlsx
Day 4

1Lessons ·
- Chat from Alex Kim
Day 5

1Lessons ·
- Chat from Alex Kim
  
  New