Autotask Product Training: Account and Opportunity Management

Live Training
Live Training
May 01, 2018 | 
8:30 AM Dublin, Edinburgh, Lisbon, London (UTC+00:00)
Autotask Office, Ambassador House, Paradise Road, TW9 1SQ
Richmond, United Kingdom
Is your Autotask CRM area only a customer list? Are you ever curious what the last interaction your team had with a customer? Would you like to eliminate your end of month ritual of chasing down reps for answers on their pipeline? Then you need to make time for this workshop.

We will walk through configuring the structure and security of CRM. We will discuss how to manage the company and the opportunity as well as briefly review quote templates.

You will learn how to automate and manage communications with Contact Group Manager.

We will wrap up the day creating a dashboard tab (aka Command Center) to help you drive and direct your account and opportunity management process.

You will learn how to:

  • Configure the structure and security of the CRM module
  • Manage the Company, Opportunity & Quote
  • Configure and Automate communications
  • Create a Dashboard tab and Widgets


8:45 AM - 9:30 AM
Registration and Breakfast
9:30 AM - 10:15 AM
Configuration the Structure & Security of CRM
10:15 AM - 10:30 AM
10:30 AM - 12:30 PM
Managing the Company, Opportunity & Quote Templates
12:30 PM - 1:30 PM
Lunch & Workshop
1:30 PM - 2:30 PM
Automation & Managing Communications
2:30 PM - 3:00 PM
3:00 PM - 3:45 PM
Creating an Answers Arsenal
3:45 PM - 4:30 PM
Event Registration
Please submit your information to secure your seat at this event.