Ignition

Creating your service library in Ignition

Templates 1: Adding New Services (1 min)

Ensuring the contents of your services are ready to be used on client proposals

Templates 2: Reviewing The Services (2 mins per service)

Getting a copy of your terms in to Ignition

Templates 3: Importing your Terms (1 min)

Ensure your terms templates are ready to be used for client proposals.

Templates 4: Reviewing your terms templates (10 mins)

Learn about the emails that Ignition sends automatically to your clients.

Templates 5: Email Templates (5 mins)

Adding XPM workflow automation in to Ignition

Templates 6a: Using Workflow Integrations - Xero Practice Manager (10 mins per service)

Adding Karbon workflow automation in to Ignition

Templates 6b: Using Workflow Integrations - Karbon (10 mins per service)

Tom Maxwell

Nicole Baptiste

Stage 2. Your library of services & templates (1 hour + workflow setup)

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