WorkflowMax Guides, Tips & Tricks


Curriculum:

  Marketing, Leads, Sales, Quoting
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  Org and Admin Settings - Best Practice
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  Professional Services Ecosystem - Integration to other SaaS Products for your business
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  Job Template Design - Workflows, Facilitation, Quoting and Invoicing, Segmentation, Folders, Tasks & Costs, Reporting
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  Expenses, Contractor Management, Purchase Orders
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  Reporting, Custom Reporting and extracting data to Business Intelligence Dashboards
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  Team Training, Tech Champions, User Champions and Change Management
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This course is closed for enrollment.