We review the features of the user list including: (first 15 minutes) 1) Information from PSA/ITGlue 2) Additional fields with MS365 integration 3) How t...
Wed, 8 Dec, 2021 at 8:28 PM
Here is a recording of the project workshop. We cover the ability to "replace or repurpose" assets and adding recurring costs.
Wed, 8 Dec, 2021 at 8:29 PM
Learn the features of the Scheduler tab including the new icons, add a one off meeting, filter for meetings that you attend. See how to add notes and up...
Wed, 8 Dec, 2021 at 8:33 PM
Check out the MSP Reports workshop for use cases around the MSP Reports: - Data Quality - Asset Adhoc - Projects Roadmap - MS365 - Scheduler Click...
Wed, 8 Dec, 2021 at 8:39 PM
We review several example use cases for using the Contracts feature: - phone - cable provider - meraki renewals - adding contracts to a project http...
Wed, 8 Dec, 2021 at 8:41 PM
Wed, 8 Dec, 2021 at 8:43 PM
Wed, 8 Dec, 2021 at 8:45 PM
Come hear how Kevin from Team ELBO use assessments in Lifecycle Insights to manage their SBR/QBR prep. https://youtu.be/y1_wPSsUfeM
Wed, 8 Dec, 2021 at 9:09 PM
Wed, 8 Dec, 2021 at 8:49 PM
Wed, 8 Dec, 2021 at 8:54 PM