Surefront Instructional Webinar (4-27-20)

28 Apr 2020 · 47 min
46:53

In this 45‑minute webinar, Doug from SureFront’s product team walks new and existing users through the sales‑oriented features of the SureFront platform. He begins with a brief welcome and explains the two‑part structure of the session: a live demo followed by a Q&A. The demo covers the product catalog – how to create, filter, tag, and bulk‑upload items, and how to manage hierarchy and inventory. Doug then shows how to generate a quotation for a specific customer, highlighting private team fields versus customer‑visible fields, real‑time chat, margin calculations, and the ability to send the quote via email to a recipient who does not need a SureFront account. He demonstrates the customer’s view of the quote, including interactive commenting, price adjustments, and converting the quote into an order/PO. Next, he introduces the Showcase tool, a broadcast mechanism for sharing product sets with multiple customers, and contrasts it with the quotation workflow. He walks through selecting customers, configuring email notifications, and the visual email preview. The webinar then returns to catalog setup, illustrating how to add a single product manually and how to use the CSV bulk‑upload template, including required fields and image handling. Throughout, Doug emphasizes user permissions, audit trails, and the built‑in support resources (help center, chat, tutorial library, and bi‑weekly webinars). The session ends with a brief Q&A pause, a reminder of support channels, and a thank‑you.

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