Surefront

Sabrina Vincent

One stop for all things Surefront to get you in the system

User Guide

Client Onboarding Guide

Surefront, like many software systems has its own terms, this section is to help bridge the gap between how your team might communicate and how to translate that into Surefront.

Glossary of Terms

New User Checklist

Overview

Administration Sections

User Accounts

Catalog Management

This section of the Admin options allows for the configuration of the Product Lifecycle Management section of Surefront.

Departments & Categories

Page Views

Supplier Accounts

Customer Connections

This is a quick and simple overview of your plan with Surefront.

Billing

Administration

Tagging Products

Techpacks and Linesheets

Generate Catalog Backups and Custom Exports

Backups & Exports

Utilize in-platform analytics to quickly look at the progress of different Projects, Quotes, and Orders

Analytics

Articles going over General Platform Functions

Platform Overview

Learn about the Catalog and how to maintain it

The Catalog

Create a personalized Catalog for your clients to view and have them select products to buy.

Showcases

Upload Data into Surefront

Articles that cover the Catalog/Showcase/Upload Functions

Catalog Overview

Product Lifecycle Management

Navigating the PLM

Creating Projects

Creating and Responding to Requests for Quotes

Sending Out Request for Quotes

Confirming an Order

Creating Workflows

Overview of the Product Lifecycle Management

Buying/Creating - PLM

Customer Relationship Management

Navigating the CRM

Creating Quotes

Transitioning from a Quote to an Order in the CRM

Preparing an Order

Overview of the Customer Relationship Management

Selling - CRM

Find answers and get help from Intercom Support and Community Experts

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