Q&A Webinar : August 29th, 2023 Succeed with Software

00:00 - Intro (Click Show more for clickable shortcuts)
03:10 - Tracking Time & Billing TIme
08:20 - Discussion of Events & Event Templates
12:55 - Discussion RE: Public & Private Company Information
16:08 - Explanation of "Company Circles"
17:42 - Building a Company Dashboard
20:08 - Sharing Files/Documents with everyone in a Company
22:48 - Discussion RE: Primary Contact vs. Associated Contact
26:33 - Setting up a multi-stage Client/Customer Journey
43:24 - Recommendations for setting up Automations
44:49 - Focus on building your MVP processes first - build UGLY!
47:48 - File Download & File Upload Blocks
54:02 - Why you need to start w/ SuiteDash NOW!
1:02:54 - What is a FLOW?
1:07:45 - How to set up a custom Background for your Portal
1:11:01 - 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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