Session 3 is designed for Admin and Owner roles who manage reporting, sales pipeline visibility, and system-wide access controls — from running and customizing reports through automating task reminders and configuring what each user can see and be notified about.
Session Learning Outcomes:
· Locate, filter, customize, and save reports across the contractor, sales rep, vendor/material, leads and referral, and accounting sections.
· Use the lead board and job board to track a lead from first interaction through invoice, ordering, and scheduling.
· Configure automated customer- and employee-facing task reminders by task type.
· Set user permissions by role and by user, and verify changes using employee impersonation.
· Manage notification permissions to control which alerts each role receives.
Live Group Training Session
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