How to Add Notes to a Client Account - Training Video
Please watch this quick video, covering how to add notes in your system.
Video length 3:48
Function Point Training
Topics
- Learn by Role: Owner/ Operator 7
- Learn by Role: Traffic/ Project Manager 8
- Learn by Role: Sales/ Account Exec/ New Biz Development 6
- Learn by Role: Accounting & Finance 8
- Learn by Role: Designer 5
- Learn by Role: Account Manager/ Client Manager 4
- Learn How-To: Create & Manage Work 7
- Learn How-To: Create & Manage Schedules & Tasks 7
- Learn How-To: Track Time 7
- Learn How-To: Build Invoices, Expenses & POs 6
- Learn How-To: Make Staff or System Changes 8
-
Learn How-To: By Video
19
- How to Login to fp. - Training Video
- Basic Navigation - New UI (June 2015)
- Navigation Basics - Training Video
- How to Add a Staff Member - Training Video
- How to Add Notes to a Client Account - Training Video
- Review of the fp. CRM System - Training Video
- Sales Pipeline Management - Training Video
- Creating an Estimate & Adding a Job - Training Video
- Adding a Detailed Estimate/Job - Training Video
- Adding Quick Jobs - Training Video
- The Job Details Page & Financials Tab - Training Video
- Using the Projects Module - Training Video
- Creating Schedules for Templates & Real Work - Training Video
- Adding Schedules to Existing Jobs & Estimates - Training Video
- Using the fp. Portal (Clients) - Training Video
- Setting Up & Using the fp. Portal (Agency) - Training Video
- Setting up fp. Accountant - Training Video
- Syncing with QuickBooks: Using fp. Accountant - Training Video
- Submitting a Timesheet - Training Video
- Accounting 5
Other Resources
Primes - Onboarding Consulting Program
- System Set Up Resources
Users - Self Guided Learning Programs
- Users - Learn by Role
Library - The Mothership of How-Tos
- Library
0 Comments
Add your comment