SOAR: Get Business
Welcome to Service Autopilot! Our live classes teach you different aspects of the system and give you hands-on practice. Please take the four classes in order.
In Class 3: SOAR is an introduction to internal and external communications engaging the use of our Document Editor in Service Autopilot.
In Soar we will demonstrate:
Creating and managing custom and invoice emails
Using the document editor
Sending emails individually and in bulk
Checking email activity
Creating and managing tickets for internal communication and management
Webinar Presenters
SA Implementation Consultants