HomeCoursesGetting Ready for Next YearOur guide and recommendations on setting up and preparing for the Next Year! Start Course 17 Video Lessons 1:22:14 Getting Ready - Checklist Course OutlineOverview Getting Ready For Next Year Checklist Updating Publication Schedules10:43 Updating Products2:19 Updating Rate Cards7:41 Updating Inventory5:27 Updating Business Units5:27 Udpating and Deactivating Templates3:32 Updating User Information: Products, Goals, Commissions, and Notifications5:23 Database Clean Up Using Merge Tool and Advanced Search11:11 Updating, Renewing, and Reviewing Outstanding Proposals5:25 Updating Billing Contacts6:17 Updating Stored Credit Cards3:46 Applying Payments and Pre-Payments to Next Year4:32 Closing Issues2:59 Updating Quickbooks Integration Parameters1:30 Year End Digital Studio Clean Up4:40 Digital Studio Copy Layout for Next Year2:13 Updating Marketing Manager3:11
