ConnectWise PSA: Configurations for Service Success

When:  Jul 12, 2023 from 01:30 PM to 03:00 PM (ET)

Configurations are key to storing important information about the products you sell to your customers. In this webinar, we will explore using configurations in service delivery, from the sales-to-service handoff through automating and reporting on configurations in PSA. We'll dive into using critical configuration information to meet service goals and creating workflow automations to keep configuration data up-to-date. You'll learn how to maintain, apply, and report on configurations in PSA. By following an effective service delivery process with configurations, you can simplify and enhance the customer experience. Join us to discover how mastering configurations can help you delight and serve your customers.

What will be cover: 

  • Importing and managing configurations
  • Using configurations in agreements
  • Configurations in service delivery
  • Automating and reporting on configurations