Autotask PSA user? Would you like to improve the flow through your sales pipeline? Understanding how to fully customize the way your team uses Opportunities within Autotask PSA will increase the efficiency and consistency of your sales activity.
Join us for webinar where we will review the overall opportunity and quote workflow.
During this webinar, you will learn:
- How to customize opportunity categories and form templates and sample quotes to optimize processes
- Best practices on setting up widgets and workflow rules
- Tips to to help you stay on top of your opportunities and quotes
- And more!