SOB Live Course – Accounting Workflow Automation – Basic Setup and Configuration

We will demonstrate the basic setup process of insightly for Accounting Workflow Automation. From initial setup, to importing your existing contacts, we will help you get up and running fast. After a bit of use, you will be able to manage your practice, tasks, clients, and projects like never before. Repeating tasks, groups of tasks (activity sets), and more.

THIS CONTENT IS NOT ACCESSIBLE WITH YOUR MEMBERSHIP LEVEL OR YOU ARE NOT SIGNED IN.

Please log in

Not a member?

Pricing and Enrollment