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WorkflowMax or Xero Projects - how to define the best fit for your client

Self-paced learning
Launch course

3 Advisor credits

Free

Learning objectives

  • Assess which of your clients would be best suited to WorkflowMax and Xero Projects
  • Demonstrate best practice navigation of WorkflowMax and Xero Projects
  • Describe key differences between WorkflowMax and Xero Projects

Course outline

    We recently announced the release of Xero projects. This adds to the current suite of Xero products, which also includes the very successful WorkflowMax. Current partner feedback is that you would like some assistance understanding which product is the best fit given the needs of your clients.

    In this webinar, we will take you a comprehensive demo of both Xero projects and WorkflowMax and explain how to qualify which product is right based on your clients' requirements. Check out our comprehensive Q&A document here

    And if you missed our previous webinar, "Introduction to Xero Projects" you may wish to check that out as well. You can find that recording here.

Topics covered

  • My Xero

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