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  • SAM Onboarding & Implementation

    Start here!

  • Users & Settings

    Manage Users, End Users, Permissions, and Settings

  • Email & Templates

    Setup email and templates to bring your communications into SAM.

  • Case Management

    Best practices for your records.

  • Auto Actions & Checklists

    Setup your workflow and automations.

  • Reports

    Put your SAM data to work with real-time reports and customized report menus.

  • Tables & Fields, Lists, and Filters

    Fundamental to create Forms, Reports, Auto Actions, and Templates.

  • Forms

    Build forms, surveys, and events in SAM.

  • Accounting

    AP, AR, invoicing, and online payments.

  • Webinars & Updates

    Past webinars and videos on a variety of SAM topics + SAM Update Notes

Inreach Solutions
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