30 min

[33] – Autotask Implementation Series: CRM – Sales Quotas, Commissions, Opportunity Categories PSAImpact

    • Management

PSA Impact is a podcast series hosted by Chris Timm and Rayanne Buchianico. The series is PSA independent and is designed to help MSPs worldwide get the most from their PSA tool and to manage their business. Visit us at psaimpact.net.

In this episode, Rayanne and Chris wrap up the CRM package by discussing setting up sales quotas, tracking commissions, and utilizing opportunity categories and speed codes.

PSA Impact is a podcast series hosted by Chris Timm and Rayanne Buchianico. The series is PSA independent and is designed to help MSPs worldwide get the most from their PSA tool and to manage their business. Visit us at psaimpact.net.

In this episode, Rayanne and Chris wrap up the CRM package by discussing setting up sales quotas, tracking commissions, and utilizing opportunity categories and speed codes.

30 min