roadshow

PSA Product Training Brighton - Contract Management: The Next Steps

Malmaison Brighton, 11 Mermaid Walk, Brighton BN2 5WA

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06

March 2019

Wednesday 8:30 AM - 4:00 PM

To take your contracts to the next level, we will be focusing on financial visibility using Dashboard Tabs and Widgets, using Contract UDF’s effectively and creating Workflow Rules that will assist with managing our contract processes. Furthermore, we will be reviewing the functionality of the Invoicing Wizard and Invoice Templates.

After this workshop, you will be able to:
• Configure the security level for Contracts
• Configure Contracts and use their UDF's effectively
• Copy and Modify Invoice Templates
• Create contract workflow rules to automate contract processes

Agenda: 

 8:30am - 9:00am Registration
 9:00am - 9:15am Introduction
 9:15am - 10:45am Dashboard Tabs, Tab Level Filters and Ownership
 10:45am - 11:00 am Workshop
 11:00am - 12:00pm  Post Sale Ticket and Contract Set Up
 12:00pm - 1:00pm Lunch
 1:00pm - 2:00pm Billing & Invoicing
 2:00pm - 2:30pm Workshop
 2:30pm - 3:30pm Automate: Workflow Rules & LiveReport Scheduler
 3:30pm - 4:00pm Q&A

Our Presenters:

Monique Cilliers

Monique Cilliers

Datto, Inc.

Customer Trainer

More About Monique Cilliers >

Monique Cilliers
Customer Trainer

Monique Cilliers

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