[Finance] Account Management and retainers
Learn withCATA LYS
3 modules
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Lifetime access
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Modules
Overview
1 attachment • 2 mins
Overview of account management for retainers
Movement of Information
9 attachments • 24 mins
Flow of information from Pipeline to Current Client List
Raising the first invoice and moving between custom fields to mark it paid
How to add recurring dates to the task
Pending Renewal and different action items
4 levels of followups
What happens when an invoice gets paid
Different active status of clients
How to remove recurring dates
Bonus: "Remove recurring Dates" custom Fields
Media Buyers Task
1 attachment • 7 mins
How to raise Media Spend Invoices for brands on Credit Line of CATALYS
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