Monday, December 16th · 11:30am PT
Hosted by: Trevor, Dubsado's Product Education Lead
Switching to a new CRM doesn’t have to be overwhelming. Join us for this beginner-friendly step-by-step webinar where we’ll show you how to transition your client data into Dubsado with ease.
You’ll learn:
- 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
Whether you’re coming from another platform or starting fresh, this webinar will give you the confidence to hit the ground running with Dubsado. 📅
Let’s make your move to Dubsado smooth, simple, and stress-free!
