See our Events Page for upcoming webinars! Past webinars can be viewed here:
Learn how to schedule record upkeep, reminders, and reports!
Learn the basics of using auto actions in your SAM system to update fields, insert records, and send emails.
If you missed today's webinar on checklist automation, you can catch the recording here!
In this video, Sara covers how to create a new multi-record checklist section with several items. She also touches back on the public checklist skills we covered in January.
This 40 minute recording of our March client webinar covers the basics of report creation as well as advanced reporting tools.