[Webinar] PSA Masterclass - Quotes & Opportunities


October 2019


3:00 PM - 4:00 PM BST

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 a review of the overall opportunity and quote workflow. We will have some great suggestions for you on how to customize your opportunity categories, form templates and sample quotes to help you optimize your processes.

Our Presenters

Charlotte Senecal

Charlotte Senecal


Success Implementation Team Lead