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A look inside. Watch the Introduction for free!




  The Fundamentals
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  • Introduction (2:16)
  Clients, Locations and Agents Explained
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  • Understanding the 3 Levels (3:00)
  • Creating New Locations and Clients (8:56)
  • Deleting Locations and Clients and Retiring Assets (8:35)
  How to Target Your Automation
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  • Groups (6:18)
  • Searches (16:14)
  • Extra Data Fields (15:04)
  • Case Study: Build an Autopopulated Group (16:39)
  Understanding Users and Security Roles
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  • How to Create Users and Assign Roles
  • Understanding Roles
  • Understanding Plugin Permissions
  • Creating Contacts
  • Giving a User Access to Only Certain Clients
  Finding Information
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days after you enroll
  • How to Use Dataviews (12:13)
  • Loading the Report Center Plugin (5:06)
  • Adding and Running Stock Reports (7:53)
  • Scheduling Reports (6:19)

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