Autotask PSA Optimizer Boot Camp
Track: Sales & Marketing
Take your database workflow and PSA expertise to the next level! Through workshop activities, this training will take your already functioning database and increase your productivity and profitability by “filling in the blanks” around Autotask PSA that may not have addressed during your original adoption.
This session will focus on:
•Opportunity and Quote Management:
Customizing quote templates
Configuration of your site for quick and efficient quote creation
Improving reporting through consistent and complete data entry
Billing and managing configuration items for compliance and profitability
Optimizing contract management including contract renewal
•Configuration Item Management
Optimizing configuration item entry for tracking and mapping
Gaining insights around configuration management with reporting and widgets
This boot camp is best for partners who are already familiar with the basic overall workflow but are looking to increase their automation processes as well as partners who are following a workflow that works but looking to further align their current processes.
This session runs 8:30 AM - 4:30 PM on Monday, June 17. Breakfast, lunch, and breaks are included. Please bring your laptop.