Looking to switch to Dubsado from another CRM? Join Trevor, Dubsado's Product Education Lead, to learn the ins and outs of migrating existing clients and projects into Dubsado. In this webinar, Trevor covers:

• Importing your existing client list

• Creating projects for existing clients

• Importing existing forms into projects

• Creating packages and invoices

• Essential account setup, including email and payment integrations

Trevor also answers many questions about different migration scenarios. Don’t miss this one-stop-shop on how to get started in Dubsado with ease, no matter where you’re coming from!