New Articles

  1. ConnectBooster Reports

    Created On: 04/23/2021 in Post-Installation Material 90 Day Coursework
    Video Length: 3:27 Video Description: This video covers the reports section of the ConnectBooster portal. *Hearing impaired? Turn on the auto-generated subtitles available in the video Settings. ...

  2. Success in the Sales Process

    Created On: 04/23/2021 in Best Practices Bringing on New Clients
    Video Length: 3:21 Video Description: Learn how to showcase ConnectBooster as an added perk in your sales process to prospective clients. *Hearing impaired? Turn on the auto-generated subtitles available in the video Settings. ...

  3. Existing Clients: Inconvenient Conversations to Address

    Created On: 04/23/2021 in Post-Installation Material 60 Day Coursework
    Video Length: 5:31 Video Description: This video takes a look at the inconvenient conversations that you may come across while implementing ConnectBooster. ConnectBooster gives you additional insight to your client's payment history which g...

  4. Best Usage for Past Due Notices

    Created On: 04/23/2021 in Post-Installation Material 90 Day Coursework
    Video Length: 2:19 Video Description: This video will walk you through how to effectively utilize the Past Due Notices in ConnectBooster to ensure your clients are paying those late invoices. *Hearing impaired? Turn on the auto-generated ...

  5. Inconvenient conversations to address

    Created On: 04/23/2021 in Best Practices How to Have the Conversation with Existing Clients
    Video Length: 5:31 Video Description: This video takes a look at the inconvenient conversations that you may come across while implementing ConnectBooster. ConnectBooster gives you additional insight to your client's payment history which...

  6. One-off Invoice Settings

    Created On: 04/23/2021 in Post-Installation Material 60 Day Coursework
    Video Length: 2:53 Video Description: Learn more about the one-off invoice notification settings and how to turn them on when you are ready to do so. You can also review the Account Summary section within the Client Emails support articl...

  7. Existing Clients: Security Best Practices

    Created On: 04/23/2021 in Post-Installation Material 60 Day Coursework
    Video Length: 4:56 Video Description: This video covers security best practices and gives some pointers on how to incorporate those best practices with your existing client base. *Hearing impaired? Turn on the auto-generated subtitles ava...

  8. Customer Portal

    Created On: 04/23/2021 in Post-Installation Material Understanding the Customer Portal
    Video Length: 3:09 Video Description: This video walks through the customer portal from the view of your client. *Hearing impaired? Turn on the auto-generated subtitles available in the video Settings. ...

  9. Best practices for security

    Created On: 04/23/2021 in Best Practices Bringing on New Clients
    Video Length: 3:12 Video Description: This video covers best practices when discussing security and ConnectBooster with prospective clients. *Hearing impaired? Turn on the auto-generated subtitles available in the video Settings. ...

  10. Having the proper mindset

    Created On: 04/23/2021 in Best Practices How to Have the Conversation with Existing Clients
    Video Length: 5:08 Video Description: Learn what goes into having the proper mindset when implementing ConnectBooster to your client base. *Hearing impaired? Turn on the auto-generated subtitles available in the video Settings. ...
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