HaloPSA Different Quoting Workflows and POs

In a previous video we cover the HaloPSA out of the box workflow on how to go from Opportunit yto Projects. In this video we expand on that to include the PO process but also how to adjust the workflow or alternatives to get to the Quote and Sales Order out the door. ================= About Rising Tide Rising Tide is a consulting firm built for MSPs, IT professionals, and SMBs looking to navigate change, refine their strategy, and level up their operations. We offer business development, marketing, technical coaching, and strategic consulting to help you stay ahead in an ever-evolving industry. Need expert insights or guidance? We’re available for consulting! Learn more: https://www.risingtidegroup.net