Occurred: October 23, 2018 1:00 pm PDT
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.
Subject Area: Business Management & Organization