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Autotask Product Training - Contract Management

Live Training
Live Training
August 02, 2018 | 
8:30 AM Central Time US & Canada (UTC-06:00)
Autotask Office
Chicago, IL
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.

After this workshop, you will be able to:
  • Configure the security level for Contracts
  • Configure Contracts and use their UDF's effectively
  • Copy and Modify Invoice Templates
  • Create contract workflow rules to automate contract processes

A laptop is required for this event.

Location:

Autotask Office
20N Martingale Rd
Suite 450
Schaumburg, IL 60173

Parking: Complimentary Self-Parking

Agenda

8:30 AM - 9:00 AM
Breakfast & Registration
9:00 AM - 9:15 AM
Introduction
9:15 AM - 10:45 AM
Dashboard Tabs, Tab Level Filters and Ownership
10:45 AM - 11:00 AM
Workshop & Break
11:00 AM - 12:00 PM
Post Sale Ticket and Contract Set Up
12:00 PM - 1:00 PM
Lunch
1:00 PM - 2:00 PM
Billing & Invoicing
2:00 PM - 2:30 PM
Workshop & Break
2:30 PM - 3:30 PM
Automation: Workflow Rules and LiveReport Scheduler
3:30 PM - 4:00 PM
Q & A

Event Speakers

Jd ?hapdelaine
Jeanne-Denise Chapdelaine
Customer Trainer
Jeanne-Denise was born to be a trainer. Her passion for teaching others began shortly after she learned to speak, when she began a lifelong quest to educate others on the correct way to pronounce and spell her name. JD was thrilled to join Autotask as a Product Support Specialist in 2012, and she was quickly promoted to Customer Trainer. JD loves being able to guide customers to their "lightbulb moment," when everything finally makes sense. 
Event Registration
Please submit your information to secure your seat at this event.