Opportunity Deep Dive

Description

Dedicated consultation to explore the depths of the ServiceReef, the Opportunity management module and gain confidence in leveraging these powerful tools for your organization. This package includes one 90 minute session and one 30 minute session where you will cover the following: Opportunity Setup, Page by Page Tour, Beta Test Opportunity + Team, Beta Team Review, Building a Budget, Building Tasks, Building Communicaitons, and Building Applications. You will walk away feeling confident in using the Opportunity module and how to leverage the site for maximum use. *A prerequisite for this is completing the "New Client Onboarding"*