Workflow Overviews

You'll no longer run into an issue where the statuses of your workflows are unknown.  Know where EACH client is in a specific workflow at a glance.  Easily see what has happened or yet to happen.  Check off to dos from this view, and edit actions right in place. This update will level up your client game and cut out a lot of headache in staying on top of where each of your clients are at in your processes. 

Go To Dubsado's Help Article

Did this answer your question? Thanks for the feedback There was a problem submitting your feedback. Please try again later.

Still need help? Contact Us Contact Us