Bootcamp session 4: Testing workflows and setting up payments

Here we’ll discuss how to bulk-add jobs to pipelines, manage internal tasks (your firm’s to-dos) and how to send documents to clients for e-signature. You’ll learn how you can:
– Bulk-add jobs to pipelines for multiple accounts: comes in handy if the services you offer to them are similar
– Manage tasks inside pipelines (change task status, assignees, etc.) and organize your firm’s internal workflow
– Send documents to clients for e-signatures — and leverage signature templates to save time

Handouts — https://taxdome-public.s3.amazonaws.com/pdf/Webinars+MVP/Bootcamp+handout+-+Session+4+-+Testing+workflows+and+setting+up+payments.pdf