Now that you know what you want to create, we can talk about how to do it in SAM!
Teams working most effectively in SAM are constantly doing so. They are planning for and making changes regularly, as they long as they continue to use their system. So know this will be likely true for your team as well.
We're on your team through this, while it's new on to a time when we work together to brainstorm a program. You're always welcome to schedule time to talk process when you need help.
We're going to share the introductory articles for SAM's tools that will be used to create your workflow.
Checklists provide workflow and document collection organization for your team and clients.
Forms are managed through SAM's Form Customizer.
Templates are used to communicate automatically or with ease through SAM.
Auto Actions automate email sending or through updates to records, so your team doesn't have to.
We also offer other ways for your team to learn about SAM and how to configure its tools.