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Getting Started Series Questions
Getting Started Series: Get Up and Running Fast #18100:02:36
Quickly get your company up and running with WORKetc by completing the Getting Started Wizard, Importing your contacts and setting up you email dropbox functionality.
3 people found this useful.
Getting Started Series: More Cool Stuff #18000:02:49
Because WORKetc include complete CRM + Project Management + Billing it's the ONLY application available that you can run your entire business with. It's ONE application for everything!
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Getting Started Series: Finances & Billing#17900:02:19
Integrated billing tools keep everything tracked for you. Capture billing information from timesheet, projects, products, expenses & subscriptions. This is only possible when you combine projects + products + CRM + Billing in the single application. WORKetc - ONE application for everything.
1 people found this useful.
Getting Started Series: Everything You Sell - Sales Catalog, Quotes, Estimates and Invoices#17800:02:37
An overview of the Sales module What are the different features of the Sales module?
1 people found this useful.
Getting Started Series: Your Work - Project Management, Tasks, Timesheets & Customer Support #17700:04:21
An overview of WORKetc What are the main modules of WORKetc? What are the different project views?
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Getting Started Series: Using Documents, Knowledge Base & Blogs #17600:02:43
Use the Documents module to upload important business documents to your WORKetc application, create a set of internal or public Knowledge Base article or to manage and publish a company Blog!
2 people found this useful.
Getting Started Series: Using the Calendar #17400:02:18
What are the different kinds of calendars? What are the different view types of calendars? How do you filter calendar events? How do you modify, view, or delete calendar events? How do you create calendar events?
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Getting Started Series: Contacts & Customer Relationship Management (CRM)#17300:01:39
What are the main features of the Contacts module? What are the different features of a contact's page?
2 people found this useful.
Getting Started Series - Using Leads to Grow Your Business#16500:02:32
Leads are your possible business relationships you're trying to win. These can be put into custom sales stages you create and moved forward through your workflow by using sales actions.
1 people found this useful.
Glossary of Commonly Used Terms#136
A list of words commonly seen throughout the system. Reading this list will give you a head start on understanding WORKetc's features.
1 people found this useful.
Getting Started Series: how everything works together in WORKetc#10800:03:19
Bring in leads and manage your sales pipeline. Win a sale and convert it into a project, quote, or invoice. Collaborate on projects, track time, manage support issues, and bill your client. Then add them to your email marketing campaigns.
1 people found this useful.
Getting Started Series: User Interface Tips and Tricks #10600:02:17
Get the most out of WORK[etc] by taking advantage of time-saving tricks throughout the system.
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