Course Descriptions & Booking Instructions

Internal EverBright Technology Training (Group Courses)

Internal EverBright Technology Training is designed to help new employees become familiarized with the EverBright Technology. While there are currently two courses offered, The 2-Day course is designed for folks that want to know about the EverBright Technology, but likely won’t be using it on a day-to-day basis. The 5-Day course provides a bit more depth with the addition of a hands-on experience nearly every day. It is designed for folks who will be using the EverBright Technology themselves, or helping others to use the EverBright Technology. Both courses are introductory only (EverBright Technology mastery takes months), and only one of the two courses is needed for onboarding.

Please Note: You must change the calendar to the month when the class starts.

To book any/all internal courses, please use this link.

2-Day Course Syllabus

Instructor - Rick Dubbs richard.dubbs@goeverbright.com

• Day 1

  • Welcome

  • Legacy Customer Types

  • Different Environments

  • Logging in

  • Address Phase

  • Contact Phase

  • Usage Phase

  • Project Phase

  • EverBright Financial Products

• Day 2

  • Quote Phase

  • Proposal Phase

  • Qualification Phase

  • Contract Phase

  • Funding Milestones

5-Day Course Syllabus

Instructor - Rick Dubbs richard.dubbs@goeverbright.com

• Day 1

  • Welcome

  • Legacy Customer Types

  • Different Environments

  • Logging in

  • Dropdown Caret

  • Organization Settings

  • Address Phase

  • Contact Phase

  • Hands-on Lab

• Day 2

  • Pipeline

  • Right-Hand Tabs

  • Usage Phase Settings

  • Genability

  • Usage Phase

  • Project Phase Settings

  • Project Phase

  • Hands-on Lab

• Day 3

  • EverBright Financing Products

  • Quote Phase Settings

  • Quote Phase

  • Proposal Phase

  • Hands-on Lab

• Day 4

  • Qualification Phase

  • Contract Phase

  • Hands-on Lab

• Day 5

  • Operations Phase

  • Feature Settings

  • Configuration Settings

  • Reporting

How to Book Courses

All courses are booked by first selecting a date (if more than one is available), and then a time (even if only one is available), then completing the Name & Email blanks. Please remember that while using your EverBright email address is always acceptable, never use a Gmail address (as you will never receive a meeting invite).

For multi-day courses, The Bookings service will send you the 1st day’s meeting invite immediately. The invite for the rest of the meeting days will follow when sent by the instructor.

Please Note: You must change the calendar to the month when the class starts.

To book any/all internal courses, please use this link.