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Vincere Pro Academy | Job Qualification - Retained

About this session

In this session we'll focus on building Retained Jobs inside Vincere. This includes looking at how you can create brand new Jobs, set-up Invoice Tranches and how to schedule Invoices.

We'll look at Vinny best practices and ways for you to unlock your power of your jobs in Vinny.

What you'll learn

  • Adding Jobs
  • Setting Tranches
  • Invoice Scheduler
  • Viewing & Managing Invoices
  • Marketplace - Vincere Invoicing
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Meet Your Trainers ๐Ÿ‘‹

Profile
Lisa Burgess
Customer Success
Vincere
Karen Alcobilla
Customer Success Manager
Vincere
Hi, I'm Karen and part of the Customer Success team.
My favourite Vinny feature has got to be the Consolidated Activities table. You can see ALL activities across all entities in one centralised table view - itโ€™s all right there and itโ€™s filterable!
  • Profile
    Lisa Burgess
    Customer Success
    Vincere
  • Karen Alcobilla
    Customer Success Manager
    Vincere
    Hi, I'm Karen and part of the Customer Success team.
    My favourite Vinny feature has got to be the Consolidated Activities table. You can see ALL activities across all entities in one centralised table view - itโ€™s all right there and itโ€™s filterable!