Learn how to optimize your workflows in Financial Cents with Kellie Parks and Shahram Zarshenas.

 

Highlights:

  • All the features within Financial Cents that help you optimize your workflows
  • Financial Cents’ Power Tools you should be using
  • How to create tasks lists
  • How to use your workflow checklists in Financial Cents
  • Setting up and organizing client profiles
  • How to create checklist templates in Financial Cents
  • Game-changing ways to use tag automators
  • How task dependencies work
  • How to organize client work and manage client relationships with profiles
  • How notifications work and how to maximize them

Timestamps:

  • 0:01 Introduction
  • 9:46 Financial Cents’ Power Tools
  • 13:00 Creating Task Lists
  • 14:31 Sample Template
  • 15:20 Client Profiles
  • 15:30 Creating Templates in Financial Cents
  • 19:10 Kellie Parks’ Resources
  • 19:23 Adding Resource Links
  • 19:56 Tag Automators
  • 21:15 Task dependencies
  • 28:00 Custom Upload Buttons and Text
  • 34:52 Closing tasks and projects
  • 45:59 Client Profiles and Organization
  • 47:04 Notifications and comments
  • 51:34 Conclusion

Next step:
See how Financial Cents can help you save time on manual work.

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