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Contact & company records in Workamajig [video]
Subscribe to our YouTube channel for more video content Transcript: Hi there, we're gonna talk about contact and company records in Workamajig. And so when we look at contacting company record...
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Opportunities in Workamajig [video]
Subscribe to our YouTube channel for more video content Transcript: Hi, My name's Penny and we're gonna be talking about opportunities in Workamajig today. Now opportunities are a way for us t...
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Leads in Workamajig [video]
Subscribe to our YouTube channel for more video content Transcript: Hi my name is Penny and we're gonna be talking about Leads in Workamajig. Now, leads are a place under the salesperson compo...
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Mass billing [video]
Subscribe to our YouTube channel for more video content Transcript: As you can imagine there's a variety of ways to build because there's no consistent standard in the industry for billing p...
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Estimating opportunities in Workamajig [video]
Subscribe to our YouTube channel for more video content Transcript: Opportunities, when they get to a certain point we probably need to get more detailed information over to the potential clie...
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Project estimates in Workamajig [video]
Subscribe to our YouTube channel for more video content Transcript: When we have our projects in Workamajig and we need to then get sign off from our client to move forward with those projects...
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Project schedules & resource planning in Workamajig [video]
Subscribe to our YouTube channel for more video content Transcript: When we create a project in Workamajig and copy from a template, it's gonna naturally bring in a project schedule for us to ...
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Project managers Today page in Workamajig [video]
Subscribe to our YouTube channel for more video content Transcript: Today we're gonna be talking about the project> manager's role in how they would use Workamajig. So when projects come into ...
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Project request forms in Workamajig [video]
Subscribe to our YouTube channel for more video content Transcript: If we have clients who are sending request forms into Workamajig, then what we're gonna do is we're gonna see all of those r...
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Receiving money [video]
Transcript Part of the billing process obviously is receiving the funds, which is always fun. So in Workamajig, You need to be able to document what funds have come in and how to apply them. It's ...