QUICK HITS: TIPS AND TRICKS WITH SLATE: Tracking Registration Payments

By: Sarah Pierick, Senior Technical Developer

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100% manual to 90% automated.

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What used to be many manual steps of weekly work for someone becomes 1 step of manual work, and only when courses are approved. Every other piece of the process has become automated. This is the power I was able to unleash using Technolutions Slate’s built-in functionality of events to track registration and payments for a test preparation program. The diagram below shows the high-level steps to shift this manual efforts to an automated process.

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CRM / Slate

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