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During this session we’ll cover how to create and edit pipelines, add jobs to them, automate repetitive tasks and streamline your internal workflow. After watching this bootcamp recording you will know how to:
– Create and edit pipelines, and configure recurrence settings for the regular services you offer
– Create and add jobs (to-do items for clients) to pipelines
– Automate bulk-sending emails, requesting documents from clients, and more
– Speed up your internal workflow across all stages
Handouts — https://taxdome-public.s3.amazonaws.com/pdf/Webinars+MVP/Bootcamp+handout+-+Session+3+-+Customizing+workflows.pdf
Video
Bootcamp session 3: Customizing workflows
During this session we’ll cover how to create and edit pipelines, add jobs to them, automate repetitive tasks and streamline your internal workflow. After watching this bootcamp recording you will know how to:
– Create and edit pipelines, and configure recurrence settings for the regular services you offer
– Create and add jobs (to-do items for clients) to pipelines
– Automate bulk-sending emails, requesting documents from clients, and more
– Speed up your internal workflow across all stages
Handouts — https://taxdome-public.s3.amazonaws.com/pdf/Webinars+MVP/Bootcamp+handout+-+Session+3+-+Customizing+workflows.pdf
