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

Eric GreenspanLeave a Comment

This event has already occurred and is now a part of our recorded library. If CPE credit was offered, you must have attended the event live to receive credit.

Occurred: October 23, 2018 1:00 pm PDT
Duration: 30

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.

Presenter: Eric Greenspan
Organization: 74 Systems
Role: Chief Clever Officer

Subject Area: Business Management & Organization

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