Setting Goals with Clients
Setting Goals with Clients
The Basic Consulting Process
Client Goals - Next Steps
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Audit Review - What's the Goal?
Sync Manager
Syncing a Client and Understanding the Sync Manager How to use the Sync Manager How to tell if an audit / stocktake was synced to the cloud, or only loaded to a laptop For security, be sure to connect to the VPN
Setting up AM Workspaces and Client Reports - Power BI
Setting up Account Manager Workspaces and Client Reports in PowerBI
Getting the Manager to Commit
Getting the Manager to Commit