In this Autotask Product Training we’ll focus on smart automation of your Autotask database. We’ll be taking an in depth look at Incoming Email Processing, Workflow Rules and the Client Portal. The goal of this workshop is for you to understand how to automate your Autotask database to increase efficiency and save you time!
By the end of this workshop you will be able to:
- Configure Email Incoming Processing
- Understand Workflow Rules and Notification Templates
- Set up and manage the Client Portal• Create Dashboard Tabs and Widgets specific to Business Intelligence
And if that wasn’t enough we’ll even give you a free lunch.