| February 2012 Sessions |
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| Topic |
Description | Price | Click on a date to sign up |
New TV AE Basics |
For Account Executives who have been using WideOrbit for a limited time or for those who just need a refresher. You are invited to participate in "Back to Basics" to help maximize your time and increase revenue. You will learn Order Entry and how to utilize Order List, Order Grid, New Avail Inventory tab and understand the Order Approval Process. |
$49 | |
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Life of a Spot in WideOrbit (Materials) |
In this session you'll learn the Life of a Spot in WO Traffic and the proper way to enter in Materials and follow them through the system; from entering a piece of copy to purging and recycling. Dubbing:
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$49 | |
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WO Traffic for New
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Learn how to utilize the WideOrbit traffic system to access your orders, revenue, A/R, preempts and much more! We will show new AEs how to efficiently enter an order, track and makegood any preempts and show how to easily access overall revenue and aging information. |
$49 | |
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Managing Credit
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In addition to examining techniques for establishing credit rating and using the credit status to keep you informed on the activity of clients, we'll look at how to handle special situations such as cash-in-advance and how to shepherd orders for those clients through the system with a minimum amount of additional effort. We will discuss the set-ups that affect credit stops and warnings - including a recent change that can be set so that only changes that affect dollars, trigger a credit warning. We will also review the Agency Credit report, which provides the information available within the Credit Profile area in the report format. |
$49 | |
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WO CRM:
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This class will review CRM Opportunity creation and offer suggested shortcuts. The training session will also review contact management using Outlook Sync. |
$49 | |
| March 2012 Sessions |
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| Topic |
Description | Price | Click on a date to sign up |
New TV AE Basics |
For Account Executives who have been using WideOrbit for a limited time or for those who just need a refresher. You are invited to participate in "Back to Basics" to help maximize your time and increase revenue. You will learn Order Entry and how to utilize Order List, Order Grid, New Avail Inventory tab and understand the Order Approval Process. |
$49 | |
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Formats |
Formats are the backbone of your Logs and so much more… making sure they are entered correctly is very important! There are so many ways to do one thing in WideOrbit… we'll show you the tools and the most efficient ways to enter in Formats and scheduling from Format Templates, Format Groups, to Format Grid. |
$49 | |
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Accounting Basics in WideOrbit |
This introductory class is geared toward clients new to WideOrbit Accounting who have not had the benefit of WideOrbit training or those from other departments who would like to see how what is entered in orders affects billing. We will give a quick overview covering the basics of invoicing, applying payments, entering credit memos and simple adjustments, and pulling a simple Aging report.
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$49 | |
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WO Proposal: Advanced Editing |
This class will cover advanced editing options with the avail/proposal workspace. The session will also cover editing books, rate cards and estimating on the fly. |
$49 | |
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