Online training

PUG.training | technical/user admin

These sessions will help you discover even more ways to get the most out of your data.
 
All sessions will be held at 2pm UK local time

APR

20

Administration 101

Navigate the administration section like a pro: 

  • Setup users and database level restriction 
  • Lock in user restrictions 
  • Personalise your interface 
  • Create additional defined periods, and more 

Presented by 

clare coulston circle new
  Clare Coulston
  Customer training consultant

MAY

18

Database designer

Refine your database creation skills. 

This session covers how to: 

  • build your database in designer​ 
  • data mapping  
  • notifications and alerts  
  • troubleshoot potential pitfalls 

Presented by 

Pete Bushell
 Peter Bushell
 Solutions consultant

JUN

15

Budget builder

Use Phocas to generate a budget based on previous sales.​ 

This session covers how to:​ 

  • Build next year's sales budget​ using Phocas Budgeting and Forecasting
  • Create a budget over multiple dimensions (e.g reps and product class)​ 
  • Tips and tricks to get the most out of your Phocas budget 
 

Presented by 

harry
  Harry
Eldridge
  Pre-sales lead

UK-email-rounded_0002_jonathan_notman


  Jonathan Notman
  Pre-Sales consultant

 

Register now