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Deliverables Comments Checklist [In-Depth Guide]
This guide will cover the Deliverables Comments Checklist feature. System Setup | Managing Comments | Resources System Setup Transaction preferences > Deliverables > Use To Do Items with Delivera...
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Using Workamajig CRM | Salesperson Role | Intermediate Level [Webinar]
In this session, we will look at the CRM workflow in Workamajig. This will include entering a lead, and then converting this lead into a contact and opportunity. We will also discuss how to conver...
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Sales views [guide]
Contacts Reports one row per Contact. Shows Contacts you have access to. Allows for updating of multiple records. Companies Reports one row per Company. Shows Companies you have access to. Allow...
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Custom Views & Reports | Administrator Role, Advanced Level [Webinar]
In this webinar, we will look at more advanced features of the view/reporting functionality including calculated grouping, columns, and filters. Host: David Date: 06/13/2023 Subscribe to our YouTu...
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Advanced Reports in Workamajig | Accounting Role, Advanced Level [Webinar]
Rod, our dynamic account manager, is here to guide you through an exciting webinar on mastering custom reports and pivot tables! Say goodbye to tedious report creation & download pre-made custom re...
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Campaign Billing | Billing Role, Intermediate Level [Webinar]
Join Brigitte Hipple in an engaging webinar on campaign billing, where she explores the diverse billing options within Workamajig campaigns and unveils the secrets to efficiently manage and track m...
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Advanced Deliverables [Webinar]
Join Sherry Blanche in an exciting webinar on advanced deliverables in Workamajig. The webinar dives into advanced setup options, streamlined processes, and innovative features for efficient integ...
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How do I update/resend links [in-depth guide]
For those affected by a relocation of the server, meaning the URL to access Workamajig has now changed, you may need to update or resend the previous link containing emails. Deliverables Links fo...
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Outlook/Exchange/365 Personal Calendar Subscription
Outlook 365 Video Setup | Outlook 365 Step By Step | Traffic Considerations | Resources In order for the Project Manager/Traffic Manager to better understand the total workload of the team, Worka...
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Integrations and Extended Features
Workamajig offers a variety of integrations that you can use to enhance your use of the system. From Personal Calendars to Financial Transactions.Supported IntegrationsPurchasingPlaid - Used for co...