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  • Workflow management
  • Automation
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Suggested training topics

Suggested itineraries for training sessions

  • Training topics: Getting started
  • Training topics: Client management
  • Training topics: Workflow
  • Training topics: Glide Time
  • Training topics: Email and SMS automation
  • Training topics: Scheduler and budgets
  • Training topics: Integrations

Categories

  • Introduction for any new user.
  • Suggested training topics
  • Setting up the basics - superuser.
  • Users
  • Importing data.
  • The client database.
  • Fee Info
  • Tech Support
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