Clarity Overview Workshop

Who is it applicable to?

The Clarity Overview workshop is perfect for both new users and anyone who wants to know how to use Clarity in the most simple and effective way. As our most commonly attended workshop, the course covers a multitude of topics ranging from simple contact addition to modifying internal price lists. A must-have for any Clarity Professional user.

What is covered?

• Contacts
  • Adding & Searching
  • Modifying current contacts
  • Setting mandatory fields
  • Setting contact-specific terms & conditions
• Activities
  • Adding items to the Company Diary
  • Adding private items
  • Adding items based on a specific contact / job
• Quotes / Jobs
  • Quoting up to Price Wizards
  • Processing jobs to invoices
  • Links to Sage (if applic)
• Internal / Supplier pricing
  • Categories
  • Cost and Sales prices
  • Price breaks

Other Workshops