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Autotask Product Training: Contract Management

Live Training
Live Training
May 03, 2018 | 
8:30 AM Dublin, Edinburgh, Lisbon, London (UTC+00:00)
The Fitzwilliam Hotel, 127/128 St Stephen's Green, Dublin 2
Ireland

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.

Learning Objectives

After this workshop, you will be able to:
  • Configure the security level for Contracts
  • Configure Contracts and use their UDFs effectively
  • Copy and Modify Invoice Templates
  • Create Contract Workflow Rules to automate contract processes

A laptop is required for this event.

Agenda

8:30 AM - 9:15 AM
Breakfast & Registration
9:15 AM - 9:30 AM
Introduction
9:30 AM - 10:15 AM
Dashboard Tabs, Tab Level Filters and Ownership
10:15 AM - 10:45 AM
Workshop
10:45 AM - 12:15 PM
Post Sale Ticket and Contract Setup
12:15 PM - 1:30 PM
Lunch & Workshop
1:30 PM - 1:50 PM
Sponsor Presentation - Webroot
1:50 PM - 2:50 PM
Billing & Invoicing
2:50 PM - 3:20 PM
Workshop
3:20 PM - 4:20 PM
Automation: Workflow Rules and Reporting
4:20 PM - 4:50 PM
Q & A

Sponsors

Event Registration
Please submit your information to secure your seat at this event.