Getting started
Getting started with Beacon
19 articles
How do I navigate ConnectSx?
How do I access my account for the first time?
Role Study Guide: Sales
Role Study Guide: Distributor
Role Study Guide: Operations
Training Outline: DistributorThis outline reflects an example of a training plan for a distributor user, who must be trained on all aspects of ConnectSx.
Training Outline: Operations UserThis outline reflects an example of a training plan for a general administrator user, who must be trained on all aspects of ConnectSx.
Welcome to your Beacon Free Trial!We're glad you're here. This article will give you the basics you need to get started.
I'm a new user, where should I start?It's great that you're here. The tools on this page will launch you towards success with Beacon!
What should I do to get started in Beacon?
What should I do to get started in Beacon Mobile?
What can I do as a sales user in ConnectSx?
What do I do first as a new sales user?
Field Sales 101 in BeaconBelow are core workflows for sales users to use in their day to day.
Helpful Training Documents for you and your Users
DIY Setup: Your Inventory
DIY Setup: Your DirectorySet up where all of your critical business data will live so your operation flows smoothly and seamlessly
DIY Setup: Users
DIY Setup: Your ExtrasThis article focuses on "Extras", they are your next tier of setup after the core data requirements needed when onboarding. Setting these up correctly and promptly will help you take…