Education

Agreement Setup Foundations

Level 101

Agreements are contracts, and that means it’s important to get every detail right to protect your business, as well as set expectations between you and your clients. In this session, you’ll learn how to create agreement types, apply agreements to customers, specify coverage and rates, and bill on a recurring cycle.

Round 3 | Thursday, Nov 09 | 10:15AM - 11:15AM

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