Work alongside me as I share my screen to show you the ins and outs of using Dubsado, my preferred CRM! Dubsado is SUPER powerful and allows you to automate 90% of your mini-sessions process.
Lessons include: Contracts and Custom Fields, Lead Capture, Questionnaires, Proposals, Packages and Payment Schedules, Canned Emails, Creating a Scheduler, and Setting Up Workflows
BONUS: Dubsado Workflow Template
Work alongside me as I share my screen to show you the ins and outs of using Dubsado, my preferred CRM! Dubsado is SUPER powerful and allows you to automate 90% of your mini-sessions process.
Lessons include: Contracts and Custom Fields, Lead Capture, Questionnaires, Proposals, Packages and Payment Schedules, Canned Emails, Creating a Scheduler, and Setting Up Workflows
BONUS: Dubsado Workflow Template