Join us in a training session to learn how to master Contract management in Autotask. Starting with creating a management specific dashboard tab (with tab level filters) to help with renewing Contracts to modifying Invoice templates. Doing this will ensure billing information is communicated clearly to the customer, resulting in quicker payments and less questions. The cherry on top of this session is learning some Workflow Rules to help us manage and automate our Contract process.
And if that wasn’t enough we’ll even give you a free lunch.
After this workshop, you will be able to:
• Configure the required security levels for Contracts
• Configure Contracts and use their UDF’s effectively
• Copy and modify invoice templates
• Create Contract Workflow Rules to manage and automate Contract processes