Add Event Itinerary Countersignature with airSlate SignNow

Countersign job proposal

the new system is much more contact centric instead of just focusing on the shoot he'll be able to do things faster from multiple places within the application the dashboard has many familiar items but now includes a quick action button you can access this on any page and quickly perform important actions let's start with a dashboard which gives you a quick visual overview of your system you can view your leads invoices and reporting tasks that are assigned to you and schedule communications that are going to go out and a quick view of your calendar now let's look at the lead board which allows you to quickly view the status of your active leads you can see whether something is a new lead if it's been qualified if a proposal has been sent once they sign the contract it'll automatically move into this tab and once you countersign it will automatically become an active job this is the job area where you can view your active jobs filter them by things like status or label and also create a new job or lead here's a look at a job page you can view the main information about the job like the contact associated with it and the location and date you can also create quick actions directly from this page like send them an email questionnaire invoice or job sheet you this area makes it easy to see exactly where you're at with each job you can create a time line for the main event like a wedding day schedule or a multi location photo shoot this can be printed out or emailed to your clients or other employees to keep everyone organized now let's look at the contact area where you can view your contacts filter them by type or grouping as well as create a new contact or company here's a look at a contact you can easily view anything associated with a contact such as invoices or communications with these tabs the page can be expanded to view more detailed information you can quickly perform actions and the great news is that they don't have to be associated with a job so you could send an invoice or a contract as a standalone item moving onto the calendar there are lots of new ways to filter your calendar and you can now create unlimited outbound calendar feeds to keep yourself organized here's a look at the brand new booking module you can create bookings for shoots which are multiple events or for our workshop which is one event with multiple attendees this is the client site for a booking page they can choose the date and time of their session and sign up and pay for their spot you could also set up a workflow so they automatically receive an email with more information after this step is completed you can now set up workflows for leads jobs or products in the lead workflow you can assign tasks based on the status of the lead in a job where Clos you can set up events or tasks you can automatically apply this workflow to certain types of jobs thanks for taking a look into a few of the new features we are here to help you transition to the new system please chat email or call us for more information and training