FreshBooks and FreshBooks Classic Integration
FreshBooks Classic Integration FreshBooks is an online financial tracking and invoicing service that saves you time while making your client-facing billing needs look clean and professional. What’s FreshBooks? FreshBooks is an online financial tracking and invoicing service that saves you time while making your client-facing billing needs look clean and professional. What’s New? FreshBooks is […]
PWF Quick Tip: Look’n’Feel
PWF Quick Tip: Look’n’Feel Let’s face it, you log into this tool or perhaps a number of tools every day. Why not make it a little different, a little personal and something that brings a smile to your face every morning. Customizable project management interfaces You don’t need to go another day with an uncustomized […]
The Missing Ingredient to Your Business: Transparency
Transparency The missing ingredient to your business Transparency, the latest buzzword for managers and CEO’s over the last few years. This word has had an impact not only managers, but employees and even a roll-on effect onto customers. Clarity and honesty But what does transparency really mean? Detailed reporting, open floor plans, and team messaging? […]
PWF Quick Tip: Editing Project Modules
PWF Quick Tip: Editing Project Modules Customize your project page to how you like it! With the large feature set that ProWorkflow has, sometimes you don’t want to see all modules on your projects. Customize your project page This week’s quick tip will focus on hiding these extra features to clean up your workflow! Once […]
The New Definition of Sales 2017
The New Definition of Sales 2017 Redefining the pitch How many times do you find yourself ignoring, hanging up or frustrated at the person on the other end of the phone? Most likely you’re tired of hearing a long and rehearsed sales pitch. The truth is, most people have a fear of salesmen or they’re simply not […]
PWF Quick Tip: Changing Permissions
PWF Quick Tip: Changing Permissions It’s Rachel’s first day on the job and being a new staff member you don’t want her to accidentally modify or delete anything important. Well, good news here’s a quick tip on how you can change permissions for different users. User friendly permissions In ProWorkflow in the top tabs click […]
Why We Fired Our Retention Team
Why We Fired Our Retention Team Innovating our team Retention. Defined as: The continued possession, use, or control of something. Well not exactly, but we transformed them into our Customer Success Team. Our goal isn’t to keep our customers forever but have them enjoy their time with us regardless of how long they stay. No […]
PWF Quick Tip: Updating Multiple Task Dates
PWF Quick Tip: Updating Multiple Task Dates Your clients just called and the whole project needs to be shifted to a later date and you’re scrambling to make these changes.Don’t stress, this quick ProWorkflow Tip has got you covered. Simple time management solutions You can easily change all the dates with a few clicks! Navigate […]
Zapier Usage on the Up!
Zapier Usage on the Up! Moving onwards with Zapier We’ve consistently seen a monthly increase in Zapier usage with ProWorkflow! Last month we introduced new search and action features, including finding tasks and messages also adding bookmarks. We are seeing accelerated growth, enabling us to stack up our engagement and users. Live Zaps increased by […]
PivotTables: Filtering the Data
PivotTables: Filtering the Data Now that you have created a PivotTable with all this data and you want to focus on smaller fragments of it, you are able to filter this! How to Filter Pivot Tables Under ‘PivotTable Fields’ click and drag the field you want to filter in the ‘FILTERS’ area below. For this example, I […]