Dubsado Setup Series - Lesson 1: Learn It

Опубликовано: 02 Март 2020
на канале: Dubsado CRM
8,185
119

Lesson 1 of the 4-Week Dubsado Setup Series

In this lesson, we cover the main goal of Dubsado, some beginning tips that will develop the right mindset going into your setup, learning the Dubsado language and how to properly plan out your workflows using the Lead Capture form!

Download the handout here - http://bit.ly/DubsadoSetupSeries1

0:00 - Introduction
2:00 - The Goal of Dubsado
3:55 - 5 Key Tips for New Dubsado Users
9:46 - Essential Settings
18:10 - Clients, Projects, Leads & Jobs
27:00 - Lead Capture Forms
38:18 - Homework Assignment