Senta training: manage your day to day workload

Senta provides you with the tools to run your practice smoothly through features such as CRM, workflows, emails/texts, document management & secure client portal. With the top level things taken care of, we are here to show you how to manage things on a more granular level to ensure you and your team know exactly what needs to be done and when.

Join us on for a training webinar where we will show you:

- how to customise your dashboard to provide an overview of key information
- utilise the Jobs and Tasks lists
- bulk actions
- using Teams
- creating new user roles
- tailoring notifications