All Training Modules
- Getting Started
- Working with Opportunities
- Registering Warranties
- National Campaign Submissions
- Reporting & Dashboards
- Manual 30 Tasks
- Submitting Cases
- Resources & Training
- List Views
- Kanban Views
- Web/Email Activity
- Mass Updating Opportunities
Getting Started
Learn how to login to the new portal & basic navigation.
back to topWorking with Opportunities
Learn about where to find your “leads” and new functionality available for working your leads.
back to topRegistering Warranties
See the updated & user friendly warranty registration screen.
back to topNational Campaign Submissions
Learn how to submit your opportunities to a National Campaign with our new & improved campaign submission interface.
back to topReporting & Dashboards
Better reports & easier to find. Watch this video to see how Reports & Dashboards have been updated.
back to topManual 30
Using the Manual 30? Watch to learn how you can have the Manual 30 tasks auto-populate on each opportunity so you can stay on top of your leads and organize your day.
back to topSubmitting Cases
Need Marketing support from Watkins? Not sure who to contact? Learn about a whole new way of receiving help from Watkins by submitting cases.
back to topResources & Training
Learn about the new Resource & Training tab available in the portal.
back to topList Views
Learn about List Views and how you can customize your views.
back to topKanban View
Learn how to view your lists in a Kanban view.
back to topWeb/Email Activity
Learn how to see your Opportunities latest web and email activity.
back to topMass Updating
Learn how to mass update Opportunity Stages via list views.
back to top https://vimeo.com/562008510