Protean Virtual Classroom Training – Lockdown Offer

After the successful launch of our Bite-sized virtual classroom training we are pleased to announce more courses and dates into May 2020.
Using our cloud-based servers we will be running a number of bite-size training courses, that you can pick and choose from as required. Each user will have their own login to a Protean training database, to truly get that hands-on experience. All the courses will be delivered by one of our experienced consultants, who will be able to guide the delegates through the course and assist as required. 
Delegates have the option to sign up for as many or as few courses as they wish and companies can register more than one delegate on each session.  These courses will cost £75 (which is a special discounted rate during the lockdown period) per delegate and will last around two and a half hours.

Any company making a booking during April can take advantage of our special 4 for the price of 3 offer (same person or different – any courses currently published for April or May).   
We have limited availability on these courses so book now to avoid disappointment.

*****May Courses – Limited Availability*****

Protean Configuration and Setup
09:30 – Tuesday 5th May – Configuration and Setup – Part A

  • Employee Management
  • Labour Rates & Profiles
  • Stock Types & Misc. Types
  • Price Lists
  • Service Types
  • Maintenance Contract Types

09:30 – Wednesday 6th  May – Configuration and Setup – Part B

  • Additional Job & Engineer Settings
  • Attribute Setup
  • Equipment Configuration
  • Access Rights
  • User Definable References
  • Protean System Settings
  • Delegate Q&A

Order Processing
09:30 – Thursday 7th May – Order Processing

  • Purchase Orders
  • Goods Receiving
  • Returns Notes
  • Sales Orders
  • Dispatch Notes

Hire Module
09:30 – Monday 11th May – Hire Operations

  • Hire Cycle
  • Capitalising Equipment
  • Crating and managing hire contracts from start to finish
  • Hire Wizard, Hire Diary, Quick on Hire

CRM & Sales App
09:30 – Tuesday 12th May – CRM – Part A

  • Desktop CRM functions
  • Prospects
  • Contacts
  • Tasks
  • Sales Opportunities

09:30 – Wednesday 13th  May – Quotations and Sales App – CRM Part B

  • Quotations
  • Sales App

Protean Intelligence
09:30 – Thursday 14th May – Protean Intelligence
Introduction to Protean Intelligence

For more information on any course contact

Please take a look at our professional services calendar for details of future training courses and other events:

* These sessions will be held remotely in our virtual classroom and are available to delegates from all of our customers. 

Specific organisational processes may be discussed during Delegate Q&A at the end of each session.

Morning sessions start at 9.30am and run until approximately 12pm.  Afternoon sessions start at 13.30 and run until approximately 4:00pm.