Course curriculum

    1. Dubsado Overview

    1. Sales Workflow Walkthrough - Part 1: Inquiry

    2. Sales Workflow Walkthrough - Part 2: In Process

    3. Sales Workflow Walkthrough - Part 3: Onboarding

    1. Sales Workflow Walkthrough from Lead/Client View - Part 1: Inquiry

    2. Sales Workflow Walkthrough from Lead/Client View - Part 2: In Process

    3. Sales Workflow Walkthrough from Client/Lead View - Part 3: Onboarding

    1. How to Pause/Reactivate Workflows

    2. How to Approve Workflow Steps for Automation to Proceed

    3. How to Review + Complete Tasks

    4. How to Use the Force Now Feature in Workflows

    1. How to Manually Create a Project in Dubsado

    2. How to Manually Update Client/Lead Information

    3. How to Remove Invoices from a Project

    4. How to Convert a Lead to a Job

    5. How to Edit a Lead's Specific Proposal

    6. How to Customize a Lead's Specific Contract

About this course

  • Free
  • 17 lessons
  • 1 hour of video content

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