Training Materials

Training Materials

• Reference materials to download
• 5 Best Practices for Managers
• How do I sign up for a training?
• Video: Search on SevenFifty
• Video: Create Sample Sheets
• Video: Organizing Your Accounts

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Sales Tools

Finding Products

• Using The Browse Tab
• What do I do if there's an error with a product listing?
• How do I find a missing item?
• What does the green Verified in Stock badge mean?

Sharing Products

• Using Sample Sheets
• How do I share my portfolio?
• Creating and sharing lists
• Generating price books
• What is the difference between a List and a Sample Sheet?
• Can I format my PDF?

Samples and Account Management

• Using the Samples-to-Sales Conversion Report
• How do I manage my Accounts?
• Submitting sample requests
• Sample History Report
• Buyer reactions and reminders
• Manage contact information

Connecting With Buyers

• How do buyers sign up for SevenFifty
• Drive Traffic to Your Portfolio
• How do I send Verification Requests?
• How do I send my buyer a general invitation to SevenFifty?
• How do I change the recipient of a verification request?
• I want to add another buyer at verified account.

Orders

SevenFifty Integrated Ordering

• Connected Marketplace for Incoming Orders
• How to use SevenFifty's iOS Order Entry app
• How to manage inventory with SevenFifty Integrated Ordering
• How do I find my version of QuickBooks?
• What versions of QuickBooks are supported?
• Integrated Ordering for QuickBooks Users

General

General

• How to integrate with SevenFifty using the QuickBooks Web Connector
• Leveraging Wine Scores
• Interruption in Service on March 11, 2019
• How do I resolve my QuickBooks connectivity issue?
• Add SevenFifty icon to my device's homescreen
• Troubleshooting PDF generation

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SevenFifty for Buyers

• How does SevenFifty's buyer ordering system work?
• How do buyers submit account applications?