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Using NextAgency Videos
Keeping Your Commitments

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Managing Notes, Tasks, and Tickets
Managing Workflows and Checklists
Locking Notes, Tasks, and Tickets
Setting and Managing Note, Task and Ticket Notifications

Managing Workflows and Checklists

Alan Katz

May 27, 2021 01:54
Updated

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This video shows how NextAgency's workflows and checklists can help your team keep their commitments to prospects and clients.

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Related articles

Setting and Managing Note, Task and Ticket Notifications
Managing Notes, Tasks, and Tickets
Locking Notes, Tasks, and Tickets
Adding and Managing Checklists
Viewing and Reporting, Commissions in NextAgency

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