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Billing worksheet [report]
NOTE: This is a standalone report and is NOT meant to be used in conjunction with the Billing Worksheets feature that routes worksheets within the system to your account managers and back to billin...
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Business development meeting [report]
The Business Development report follows the WWP methodology. It shows a summary of the contact counts at different levels to better understand trends. It also includes a summary of late-stage oppor...
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Conversations overview [in-depth guide]
A conversation in Workamajig is used to document "touch points" regarding clients, vendors, opportunities, projects, and leads. You are able to notify multiple people and link the activity to mult...
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International settings [guide]
Though the Workamajig UI is English based, there are a few things you can do to help with your international team(s). Culture | Timezone | Multi-currency Culture The culture setting in Workamajig...
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Importing companies/contacts/leads [in-depth guide]
Import (clients & vendors) | Contact import | Leads import | ResourcesWorkamajig provides an on-screen import functionality to bring contacts, companies (Clients or Vendors), and leads into the sys...
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Reports overview [in-depth guide]
Key reports | Standard reports | Views | Custom reports | Resources Key reports Before we go into detail of all the reports that Workamajig offers, let's focus on some key reports that you can...
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Campaigns overview [in-depth guide]
The Campaign feature allows you to group together multiple projects in one location for viewing, reporting, billing, & project management purposes. Workflow Setup for campaigns Start here to mak...
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Payments overview [in-depth guide]
Guide contents: Workamajig payment methods | Payments workflow | Payments views | FAQ | Resources Workamajig offers several options for paying vendor invoices or tracking unique payments to vendo...
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Project requests overview [in-depth guide]
Project requests allow your team & clients to initiate a request for a project, planning project or campaign to be done by your team. You can define multiple project request forms, and in addition ...
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Vendor setup [in-depth guide]
Guide contents: Create new vendor | Convert to vendor | Vendor details | Purchasing defaults | Conversations | Connections | ResourcesIn Workamajig, a vendor is a company record that is also set up...