Portfolio Manager Training Videos

• Market Search and Competitive Set Research
• Creating and Printing Lists
• Edit and Review Products Nationally
• Access the National Pricing Grid
• My Content Overview
• Asset Management and Uploading Marketing Materials

See all 7 articles

Company Setup

• How to add brands or producers
• Why must my brands or producers be approved by SevenFifty?
• Who can view the My Company tab?
• How to remove a brand or producer

Brand Management

• How to edit your products [Portfolio Manager]
• How to edit your products [Product Editor]
• How can I submit corrections to my products?
• Where can I track my submitted corrections?
• Guidelines for Product Description Suggestions

Sharing Products

• How to create sales collateral for market visits
• Using SevenFifty to seek new distribution

Finding Products

• Using SevenFifty’s filtered search
• Why do my products not appear in Market tab?
• How do I view national pricing for my products? [Portfolio Manager]
• How can I find products in different states?
• How are products loaded to SevenFifty?
• Can I load my products to SevenFifty?

Company and Brand/Producer Profiles

• How do I create a company profile? [Portfolio Manager]
• How to create a brand profile [Portfolio Manager]
• How to upload and publish marketing materials [Portfolio Manager]
• How to customize your company or brand profiles [Portfolio Manager]
• How can I confirm my distributors? [Portfolio Manager]
• Editing and deleting marketing materials [Portfolio Manager]

See all 8 articles

General Account Settings

• How can I add team members?
• Manage your employees
• What does the role field mean when adding an employee to my account?
• How to update billing information

Frequently Asked Questions

• Trouble logging in or forgot password