Edition: Professional, Business, Enterprise
User-level: Director and above or Migration project champion
Previous steps: Trial migration sandbox
Synergy is used differently by each business so it's important that you understand how your current processes will work once live in cloud. We recommend testing some of the below features during your trial to ensure you know how they work (along with anything else that is critical to the way you run your business).
Create a project template
Add a project
Add a contact
Add a timesheet
Add and disburse a bill
WIP transfer
Create a proposal
Create an invoice
Where to next?
What other features does this relate to?
N/A