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SAM Webinar: Public Checklists

We're experimenting with a shorter and more focused format for our webinars, and hope you can join us for our first one of 2018!

In this webinar, we'll be covering public checklists:

  • How do you make checklist items available for clients?
  • What are some best practices for client checklist?
  • What are some ways to customize and "beautify" checklists?

The webinar will occur from 10:00 - 10:30 am Pacific


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Later Event: February 21
Multi-Record Checklists