New Member Training - Schedule and Registration

ALL TRAININGS ARE SCHEDULED FOR EASTERN TIME

To Sign up for a session, please click on the date and time below that works best for you.

ESP Web – We will start with the fundamentals, such as logging in, searching, setting up preferred vendors, and creating a basic presentation. We’ll log into www.searchESP.com and then create a preferred vendor list. Next, we’ll search for products using the ESP filters to find just the right items and then use them to produce a dynamic presentation.

ESP Websites

ESP Orders/CRM – We will start with accessing the CRM (Customer Relationship Manager) application, along with reviewing the settings options. We’ll then go through adding a new company/contact, using filters, and viewing emails, notes, and tasks. After that we will create an order from ESP! Once in the sales order, we’ll review fields, edit a product, add shipping fees, and go through viewing/sending documents generated from the sales order.


ESP Training - January 2020

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ASI Closed -
New Year's Day

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