Hero | he·ro : (n) a person who is admired or idealized for courage, outstanding achievements, or noble qualities.

A Visionary hero: a person, using the Visionary 360 methodologies, who has taken their company to new boundaries and achievements.

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Category: ConnectWise Operations Guides

Sales Processing w/o Procurement

Quoting & Order Processing with QuoteWerks (with ConnectWise Manage Procurement Module) This comprehensive manual clearly and comprehensively walks you through every phase of quoting and order processing so you never miss a step.

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Quoting & Order Processing with QuoteWerks (without ConnectWise Manage Procurement Module) This comprehensive manual clearly and comprehensively walks you through every phase of quoting and order processing so you never miss a st

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For designated time sheet approvers – clear and concise procedure for time sheet approval.

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Company Status

Definitions and explanations of Company Statuses.  Set up your Company Status List with ease and clarity.

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Follow this process to ensure that money collected is applied to a specific ticket, project, or agreement, and nowhere else.

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For designated time sheet approvers – clear and concise procedure for time sheet approval.

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This manual includes step-by-step instructions and best practices that will give you the tools to create a service environment where every ticket in ConnectWise Manage is addressed – on-time, every time!

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Definitions and explanations of Work Types.  Set up Work Types so your billing rates are consistent and accurate.

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About Visionary 360

Visionary 360 is a team of veteran coaches focused on the technology sector, mainly IT Service Providers, helping to successfully implement their tools more effectively with a financial focus.

We are problem solvers who love helping people, doing the impossible while having fun doing it.  We engage with our clients like they are family.  We love working with them, watching their companies grow.  There is no greater reward than seeing our clients prosper.   To learn more about Visionary 360, visit our website at visionary360.com or setup an introductory meeting to discuss your needs.

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