Agency Partner Evaluation

2020 Agency Partner Evaluation
You don’t plan to share any files to share with your Clients and you don’t want them to see the “Files” item in the left sidebar menu. How can you remove it for Clients only? *
You want to create an Email Marketing opt-in form for your Contacts. What type of form do you need to use? *
You hid the “CRM” menu item for all of your Project Managers, but now you've enabled it again. Still, they can’t click on it. Why is this happening? *
You want to add an announcement for Contacts. You added the “Announcements Widget” and you can see the “Click here to add your Announcement” text. You click on it and nothing happens. Why? *
You want to let your Contacts log in via your WordPress site. How do you achieve this? *
You want to enable SSO (Single Sign-On) for SuiteDash. What is the correct procedure? *
You created an Invoice and want the Client to pay for it, but they’re not registered in the Portal. How can this be accomplished? *
You want to create different registration paths for a self-registering Client. Which of the following ways can you accomplish this? *
How many Super Admins are possible in one SuiteDash account? *
You want to demote an Admin to a Project Manager Role. How do you do this? *
You want to create a situation where your Client will pay an Invoice one time with their credit card, and after that their card will be automatically charged each month for an agreed upon amount. What tool do you need to use? *
Will the Contact need to log in to upload a file when sent a “File Request”? *
You want to automatically create a Project after the Client pays an Invoice. What do you need to use to accomplish this? *
Will a Prospect automatically be converted into a Client when the Estimate is converted into an Invoice AND the Invoice is paid? *
You created a Circle (Circle1) and assigned user A, B and C to it. You also created a Portal Page and Circle1 is the only authorized Circle to access it. What will happen after you remove C from Circle1? *
What does “Convenience Mode” do? *
Can you trigger a Project Generator after a Proposal is signed? *
What does the Contact receive once they sign the Proposal? *
How can you disable the notification for a new Task created so your Clients won’t receive it? *
Does SuiteDash have an open API? *
You created a monthly Subscription Plan, but after one month no Invoice has been generated. Why? *
You use Company First Mode and want to bill an Invoice to a Company, and not the Primary Contact. How can you accomplish this? *
You are creating a FLOW and want to assign an Action to trigger after each Step. Is this possible? *

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Automated CRM

Onboarding

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EXTREME White Label

Digital Marketing
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Appointment Scheduling
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Digital Dynamic Proposals

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Project & Task Management

Payments + Subscriptions

File Exchange
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Learning Management (LMS)
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Support Tickets
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Interactive Community
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Secure Messaging