Search for tag: "leads"

"One of those Moments"

Josh shares a memory of the ThinkBIG program. Visit cat.com/dealertech for more information!

From  Alexis Carballido 0 likes 6 plays 0  

Joshua

Joshua shares an experience from the ThinkBIG program. Visit cat.com/dealertech for more information!

From  Alexis Carballido 0 likes 4 plays 0  

Conquest Dealer Portal - How to Use Lists

Learn more about how to use lists in the Conquest Dealer Portal.

From  Becca Bambrick 0 likes 32 plays 0  

January 2022 (Session 1) Lead & Opportunity Management Dealer Webinar

These webinars are monthly and cover updates, integrations, and transformations on all L&OM applications. Agenda: Use the links below to go directly to each topic: (Hosted by Heather Blase)…

From  Nicole Horchem 1 likes 150 plays 1  

November - Lead & Opportunity Management 101 Training

The Central OLGA team along with the PSE team are conducting monthly Lead & Opportunity Management 101 webinars in 2021. This webinar will introduce both OLGA and PSE applications. They will…

From  Nicole Horchem 0 likes 93 plays 0  

Lead & Opportunity Management 101 - August 2021

The Central OLGA team along with the PSE team are conducting monthly Lead & Opportunity Management 101 webinars in 2021. This webinar will introduce both OLGA and PSE applications. They will…

From  Nicole Horchem 2 likes 717 plays 0  

Lens Overview

Interested in learning about the Lead & Opportunity Management team's newest analytic solution? Introducing the new Lens Overview video! Lens plays a big part in providing insights into…

From  Chiara Cicenia 6 likes 1,495 plays 0  

Lead & Opportunity Management 101 - May 2021

This webinar will introduce both OLGA and PSE applications. They will cover an overview of each applications including key concepts and primary functionality. This webinar is intended to be open to…

From  Nicole Horchem 0 likes 57 plays 0  

Lead & Opportunity Management 101 - April 2021

The Central OLGA team along with the PSE team are conducting monthly Lead & Opportunity Management 101 webinars in 2021. These webinars will introduce both OLGA and PSE applications. They will…

From  Nicole Horchem 1 likes 109 plays 0  

Lead & Opportunity Management 101 - February 2021

This video gives you an introduction to gain a high-level understanding of LEAD & Opportunity Management. - OLGA & PSE - Benefits & When to use

From  Nicole Horchem 2 likes 147 plays 0  

PSE Best Practices from FINSA - 2020 - May Opportunity Management Webinar - Session 2 with FINSA

This webinar includes Best Practices from Finning in South America.

From  Nicole Horchem 3 likes 323 plays 1  

May 2019 Dealer Webinar

Opportunity Management's May 2019 webinar for dealers covering the OLGA program and Prioritized Service Events (PSEs). Agenda Welcome OLGA Update Release Plan Builder File Advisory Board (BFAB)…

From  Brianne DeVenney 0 likes 172 plays 0  

OLGA Dealer Webinar - May 2018

OLGA's May 2018 webinar for dealers. Agenda Release Plan OLGA Development Overview New Functionality Equipment Report Customer Report Prioritized Leads Next Steps

From  Brianne DeVenney 0 likes 88 plays 0  

OLGA Refresher Training: Industry & Configurations Review

This video provides an overview of the industry verticals and how OLGA consumes this information. It also covers a review of the OLGA Configurations for setup.

From  Brianne DeVenney 0 likes 113 plays 0  

Dealer Usage of OLGA

Short video example from Wagner on how to review OLGA leads in the SalesLink CRM system.

From  Brianne DeVenney 0 likes 198 plays 0