Q&A Webinar : August 10th, 2023 Succeed with Software

00:00 - Intro (Click Show more for clickable shortcuts)
05:13 - Connecting SuiteDash to 3rd party apps via API & Webhooks
13:13 - Exchanging Files/Documents between your Organization & your Prospects/Clients
18:45 - Using Messaging as a tool for communicating with Prospects/Clients
22:17 - Exploring the Automation capabilities in SuiteDash
22:35 - Using SuiteDash to create a streamlined & automated workflow (process)
42:35 - Using Timers & Accumulating Invoice Generators to set your billing on Autopilot
52:40 - Conversation about Email Marketing & Statistics
58:20 - Using the "Staff Submit" feature in Forms to augment Client data profiles
1:00:30 - Using the Dynamic Logic Engine to automate Client classification
1:01:37 - How to integrate/link your Portal into/from your website
1:03:46 - Dynamic Dashboards w/ Dynamic Data
1:09:50 - Discussion RE: Wizarding Sessions
1:10:50 - Closing Remarks

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https://suitedash.com is on a Mission to help business owners around the world achieve #SuiteFreedom by leveraging the power of systems, processes & automations!

But realize that YOU are ALSO a part of our Mission!

Our development is 100% guided by YOU and the Community as a whole! YOU have the power to make suggestions that actually get heard and actually get built.

So, please if you haven't already done so, we'd like to invite you to become an active part of the SuiteDash Community and provide feedback, ideas, and assistance, or just chime in to let us know when things are really working well for you. Together, we can build your perfect solution!

Together, we are UNSTOPPABLE!

Do the work. Get your life back. We'll help you!

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