Course curriculum

    1. A message from your Onboarding Specialist

    1. Bookings

    2. Events

    3. Accounts

    4. Contacts

    1. Booking Status Vs Pipeline Stage

    2. The Bookings Pipeline

    3. How to add a Booking

    4. Menu Items

    5. Tasks

    6. Reporting Basics

    7. Archiving Vs Deleting

    1. Calendar Overview

    2. Calendar (General)

    3. Event Diary

    4. Task Calendar

    1. Document Basics

    2. Sharing Documents

    3. Managing Documents

    1. Check your Knowledge

    2. More resources and a sneak peak of what's next...

    3. Before you go...

About this course

  • Free
  • 22 lessons
  • 1.5 hours of video content