Using TimelyBill's CRM Tools

Welcome to the TimelyBill Training Website, your comprehensive guide to mastering the intricacies of our cutting-edge billing and customer management platform.

In Chapter 1, we delve into the fundamentals with an introduction to Customer Management, providing you with a solid foundation to navigate the system efficiently. As you progress to Chapter 2, you'll explore the nuances of Managing Customers and understanding the various tools and features at your disposal. Chapters 3 and 4 will guide you through managing customer contacts and locations. Moving forward, Chapter 5 introduces the concept of Invoice Groups, offering insights into organizing and optimizing your billing structures. Finally, in Chapter 6, we focus on the critical aspect of Managing Payment Methods, empowering you to handle financial transactions seamlessly.

Let this training be your roadmap to unlocking the full potential of TimelyBill and enhancing your proficiency in customer management and billing operations.

Course curriculum

    1. Ticketing Configuration & Management

    1. TICKETING CONFIGURATION

    2. Assignable Queues (Video)

    3. Assignable Queues - Key Takeaways

    4. Ticket Categories (Video)

    5. Ticket Categories - Key Takeaways

    6. Custom Ticketing Fields (Video)

    7. Custom Ticketing Fields - Key Takeaways

    8. Ticket Note Templates (Video)

    9. Ticket Note Templates - Key Takeaways

    10. Outbound Ticket Email (Video)

    11. Outbound Ticket Emails - Key Takeaways

    12. Ticket Priorities (Video)

    13. Ticket Priorities - Key Takeaways

    14. Ticket Statuses (Video)

    15. Ticket Statuses - Key Takeaways

    16. View Fields Service / Customer (Video)

    17. View Fields - Key Takeaways

    18. Ticket Note Categories (Video)

    19. Ticket Note Categories - Key Takeaways

    20. Inbound Ticket Emails - Key Takeaways

    21. TICKET CONFIGURATION - Quiz

    1. Managing Tickets

    2. Managing Customer Tickets (Video)

    3. Managing Tickets - Key Takeaways

    4. Managing Tickets - Quiz

About this course

  • Free
  • 26 lessons
  • 0.5 hours of video content