youtor.org
Workflow Best Practices in Financial Cents
>> YOUR LINK HERE: ___ http://youtube.com/watch?v=ZpxPR5vEVuI
------ • Get a free, full-featured 14 day trial here: https://app.financial-cents.com/register • ------ • In this Webinar, you learn how to maximize the workflow features in Financial Cents to effectively delegate client work, ensure consistent client deliverables, and scale your firm • Timestamps • 0:01 Introduction • 2:38 Why this is important • 5:38 The Workflow Dashboard • 6:09 Workflow Filters • 13:30 Save Views • 15:04 Customize Dashboard • 16:03 Export Dashboard • 20:57 Workflow Walkthrough • 25:05 Workflow Checklists • 26:49 Client Vault • 28:31 Client Tasks • 33:04 Q A • 52:07 Email integration • 57:00 Conclusion
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