Implementation Checklist for Sales
As a member of the implementation team, you will be overseeing the setup and implementation of Workamajig. During the setup period, you will be working with other members of the implementation team to ensure the Sales section is set up and is being tracked correctly to the other areas of your agency.
Getting To Go Live
Though many of these areas will be set up by other members of the implementation team, you will need to confirm the settings prior to Go Live: