| 8:15 - 9:00 a.m. | Breakfast
Enjoy a hosted breakfast at your leisure prior to the Boot Camp. Open to Registered Boot Camp Attendees. |
| 9:00 - 9:15 a.m. | Welcome to ConnectWise Boot Camp
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| 9:15 - 10:15 a.m. | Best Practices for Sales
Opportunities - Sales Tracks
- Next Step Activities
- QuoteWerks Integration; Including Products
- Recurring Revenue
- Create Ticket or Project
Sales Dashboard - Review Sales Progress
- Forecast / Quotas
Marketing Manager
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| 10:15 - 10:30 a.m. | Q & A
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| 10:30 - 10:45 a.m. | Break
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| 10:45 - 11:30 a.m. | Best Practices for Operations
The many uses of configurations: Email Connector - Automated Ticket Entry
- Use with MSP Integration
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| 11:30 - 12:00 p.m. | Q & A |
| 12:00 - 1:00 p.m. | Lunch
Lunch will be provided for all registered Boot Camp attendees. Join members of the ConnectWise team and other ConnectWise partners to discuss ConnectWise and other business related topics at your leisure during lunch. |
| 1:00 - 2:30 p.m. | Continue Best Practices for Operations
Services - Tickets
- Service Templates
- Auto Assign Tickets
- Ticket Bundling
- Customer Surveys
- Service Lead Agreements (SLA)
Dispatch Portal - Stop Leaking Time; keep them busy and billable
- Scheduling
- Icons and Pop-Ups
Automate Your IT Business with Workflows - Escalation Workflow
- Service Status Workflow
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| 2:30 - 2:45 p.m. | Q & A
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| 2:45 - 3:00 p.m. | Break
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| 3:00 - 4:00 p.m. | Best Practices for Finance
Agreements - Retainers / Blocks
- Managed Services
- Exclusions / Limits
Invoicing - Special Invoices
- Employee Chargebacks
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| 4:00 - 4:15 p.m. | Q & A
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| 4:15 - 4:45 p.m. | Reports
Financial Dashboard Delivered Reports - Service
- Resource Management
- Sales
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| 4:45 - 5:15 p.m. | Q & A and Wrap-Up |