Consistent On-Boarding using Tracks
Imagine signing a new client up and with one click you have initiated an On-Boarding process, a process that will have the same steps each and every time. Sound like a fairy tale? Actually it is something that every ConnectWise user should have configured and ready for use. In this blog, we’ll give you some ideas, using a feature named “Tracks” in ConnectWise Manage. STEP 1: It starts with a plan. You do have an On-Boarding