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Video: Using Autotask Notes as an Autotask Power User – Jun 20, 2024

Join Dustin Puryear from Giant Rocketship as he explores six innovative methods for sending customer notes in Autotask. Discover techniques like the Note Reply, Quick Note Reply, Pullup Menu, Speed Code Reply, Training Reply, and Workflow UDF Reply. Dustin demonstrates each method, including lesser-known features that can streamline your workflow and enhance communication. Perfect for IT service managers and technicians, this video is packed with practical tips to improve your Autotask experience. Don’t miss out on these expert insights to make your customer interactions more efficient and effective. 🚀📋 #Autotask #CustomerNotes #GiantRocketship #SaaS #ITManagement #ServiceManagement #TechTips #OfficeHours

UPCOMING DECEMBER WEBINAR ON AUTOTASK KANBAN

In this webinar, Dustin Puryear, Autotask expert and MSP industry veteran, will show you how to set up Kanban boards in Autotask, integrate them with your workflow rules, and how to get the most out of them.

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