Easy ConnectWise PSA Sales and Activities Tips You Can Use Today

In this episode, we delve into the underutilized feature of sales activities within ConnectWise, PSA (formerly ConnectWise Manage). Learn how to effectively track your sales process with activities, ensuring every opportunity has a next step to prevent it from going stale. We'll cover how to create, manage, and assign activities, including future-dating them for better schedule adherence and accountability. Perfect for MSPs, Pro AV, and security companies looking to optimize their ConnectWise usage. Check out the full demo and tips on keeping your sales efforts organized and efficient. 0:00 Introduction 0:37 Understanding Sales Activities 2:10 Navigating the 'My Opportunities' Section 4:00 Future Dating Activities 6:20 Adding and Assigning Activities 8:45 Tracking Time and Costs 10:10 Conclusion and Further Resources