Looking to expand your Function Point knowledge? Function Point’s Customer Success team is hosting a bi-weekly product webinar series. The webinar series will consist of 2 types of webinars:
Feature Specific: This is our classic type of webinar that we’ve done many times. It focuses on a specific feature or process within the system.
Back to Basics: This type of webinar is meant for users who would like a high-level overview of the FP basics. The webinar will include an overview of the system as well as time for Q&A.
Can’t make it to the webinar? Register anyway and we’ll send you the recorded webinar to watch on-demand.
Please visit https://functionpoint.com/resource/upcoming-webinars/ for the schedule of upcoming webinars
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CRM and Sales Forecasting
Learn how you can organize your sales opportunities within the FP system and generate insightful sales forecasts. We will also cover the process for tracking prospect stages, organizing sales-related data, and setting follow-up reminders.
Learn the FP recommended methods for creating Estimates that are optimized for reporting during and after the Job is closed. We will review how to estimate for all of your potential costs including your agency’s internal service, freelancers, expenses, media, and more.
Open Office Hours
New to Function Point? Learn how other customers use FP, and get the answers to all your FP system questions.
Scheduling and Assigning Tasks
Learn how to build Schedules optimized for your different Job types, as well as best practices for Task assignment when you don’t need a full Schedule.
Project Management and Task Reporting
Manage multiple projects across multiple timelines for multiple clients more efficiently than ever. Learn how to tell how much work your agency can take on, and the simple ways to stay on top of the whats and whens of your team.
Retainer Set Up & Best Practices
In this webinar, you will gain a high level overview of the different retainer set-up options in FP, with best practices for managing your retainer to ensure profitability
Invoicing: Retainer and Recurring Billing
We will cover FP’s recommended methods for invoicing your retainers and any Jobs that have a recurring billing schedule. This includes single Job invoices and cases when you want to include multiple Jobs on a single invoice.
Back to Basics
New to Function Point? Need a quick FP refresher? This webinar will provide you with a high-level overview, including basic navigation, customizing your dashboard, and time tracking.
Invoicing: Fixed Price and Time & Materials
Learn new FP tips and tricks for invoicing Jobs which are billed based on a fixed price or time and materials.
Learn how to build your own insightful profitability and forecasting reports in FP.
QuickBooks Online Integration Best Practices
FP QuickBooks integration expert and Support Team lead, Jeremy Nichvalodoff, will provide a high-level overview of the QuickBooks Online integration. You’ll also learn best practices to ensure a smooth connection.
Alerts and Permissions
We will review how to create effective alert subscriptions sets so that your team is always up to date. We will also review the permissions structure and how it can be used for different roles.