Workflow Best Practices in Financial Cents
------ Get a free, full-featured 14 day trial here: https://app.financial-cents.com/register ------ In this Webinar, you learn how to maximize the workflow features in Financial Cents to effectively delegate client work, ensure consistent client deliverables, and scale your firm Timestamps 0:01 Introduction 2:38 Why this is important 5:38 The Workflow Dashboard 6:09 Workflow Filters 13:30 Save Views 15:04 Customize Dashboard 16:03 Export Dashboard 20:57 Workflow Walkthrough 25:05 Workflow Checklists 26:49 Client Vault 28:31 Client Tasks 33:04 Q&A 52:07 Email integration 57:00 Conclusion
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