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Partner upskilling is important to yourself, and your Customers. Our Partner training philosophy is to ensure knowledge of our Applications at a time and pace that suits you, with a DIY certification process. Easy, fast, and comprehensive. Click on the certification and get started!
The Getting Started Training covers how to set up your Company Portal, connect a Data Connector to Forecast Live, and how to automate cash flow estimates and overdue notifications. You’ll also understand the Plus.Live Platform for existing and future Apps.
Once completed, do the Silver Certification.
The Intermediate /Advanced Training gets you up and running with the Cashflow side of Forecast, as well as Budgets and Actuals.
IMPORTANT: You will need to have completed the Getting Started and Silver Certification.
Once completed, you can do the Gold Certification.
The Getting Started Training covers how to set up your Company Portal, connect a Data Connector to Snapshot Live, and how to run and customise Dashboards. You’ll also understand the Plus.Live Platform for existing and future Apps.
Once completed, do the Silver Certification.
The Intermediate /Advanced Training covers how to create New Dashboards, add Dashboard components and how to link to different Data Sources and much, much more.
Once completed, why not do the Gold Certification?
The Getting Started Training covers how to set up your Company Portal, connect a
Data Connector to Sales.Live and the basics of using Sales Live.
Once completed, you can do the Silver Certification.
The Intermediate Training covers intermediate settings and additional detail around Customers and Inventory and Quick Entry.
Once completed, you can do the Gold Certification.
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