Q&A Webinar : September 12th, 2023 Succeed with Software

00:00 - Intro (Click Show more for clickable shortcuts)
04:38 - The Kickoff Form as the first step in your workflows
16:21 - How Subscription Plans work
18:31 - The Client's "Billing Dashboard"
21:20 - How to structure your workflows for maximum Automation
27:36 - Quick Project Management overview & recommendation
29:48 - SuiteDash as the Operating System of your business
33:48 - Discussion of upcoming Shopping/Payment Block feature
40:56 - Trying to use Custom Field Math to automatically track a data point
50:19 - Example use case of the Dynamic Logic Engine
54:32 - Quick description of Accumulating Invoice Generators
58:11 - Discussion of upcoming Community feature
1:02:47 - How Roles work in SuiteDash
1:04:25 - Discussion of CRM Custom Field Categories
1:07:46 - Discussion of Salesperson visibility based on Claimed & Unclaimed
1:14:19 - 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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