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Qualia Mastery Series

Send Documents & Messages Automatically with New Smart Actions

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April 20, 2021

Tuesday

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9:00 am – 10:00 am PST

12:00 pm – 1:00 pm EST

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Advanced

Qualia Admin Users

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This webinar has passed.

Find the recording in our Knowledge Base. 

Overview

Calling all Connect users: This new time saving Smart Actions functionality will be a game changer for your business.

Join Qualia experts Dallas Wyrick and Quentin Roos on Tuesday, April 20th for our webinar, Send Documents & Messages Automatically with New Smart Actions. During the webinar, you'll learn to configure brand new Smart Actions in Admin to automatically share order documents, share documents from your computer, and send custom Connect messages to pre-selected roles based on your order activity. 

What You'll Learn

  • How automated Smart Actions increase your team’s overall efficiency
  • Communication best practices to provide a superior client experience (and avoid overuse)
  • Implementation strategy including tips & tricks to roll out this new functionality
  • Answers to frequently asked questions

Your Panelists for this Webinar are:

  • Dallas Wyrick

    Customer Success Team Lead

  • Quentin Roos

    Senior Account Director, Qualia Connect