Friday Workshops

Friday Office Hours 10.02.20 | Upload CSV User List, Aggregated Reporting
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
Friday Office House 09.18.20 | Projects, Replace/Repurpose Assets, Adding Recurring Costs
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
Friday Office Hours 10.09.20 | Business Review/Scheduler Workshop
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
Friday Office Hours 10.16.20 | MSP Reports Workshop
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
Friday Office Hours 10.23.20 | Contracts Workshop
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
Friday Office Hours 11.27.20 | Capture End of Year Spend
https://youtu.be/N1LOn2lsZsQ
Wed, 8 Dec, 2021 at 8:43 PM
Friday Office Hours 12.11.20 | Asset Feature Release Workshop
Recording here
Wed, 8 Dec, 2021 at 8:45 PM
Friday Office Hours 01.29.21 | SBR/QBR Prep Checklist
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
Friday Office Hours 01.29.21 | Banking on Sales Workshop
https://youtu.be/dsBVlzeoTf4
Wed, 8 Dec, 2021 at 8:49 PM
Friday Office Hours 02.22.21 | Assessment as a Sales Tool
https://youtu.be/aJ5ZSYx080A
Wed, 8 Dec, 2021 at 8:54 PM