This content is most suitable for exisiting users of Ignition.
The start of a new year is the perfect time to get your business in tip-top shape. This means ensuring systems and processes are in place for your business to run as efficiently as possible, before the client work comes pouring in.
Join Angie Poole and Michelle Timperley—Account Managers at Ignition—as they share some Ignition hacks to make your engagement life easier. Whether you’re new to Ignition, or have been using Ignition for years, there are tips & tricks for everyone in this session.
Watch on-demand to learn how to:
- Update Client information all at once
- Pre-empt out-of-scope services by adding it as part of your original proposal
- Collect additional client information automatically after a proposal is accepted
- Amend current proposals without requiring another signature from your client
- Report on segments of your clients/proposals
- Find which clients still have unbilled services
- Resolve duplicate clients
