Confirmed: FastTrack Meeting #1 - Service Catalog

You’re all set for your first FastTrack meeting – but there’s still some homework to be done.

During your first FastTrack session, we’ll be covering a lot of content. Be sure to come prepared by:

  1. Reviewing the setup guide
  2. Logging in to CloudRadial
  3. Connecting your PSA
  4. Connecting Office 365
  5. Downloading the service catalog whitepaper

Completing these steps is critical to ensuring everything goes smoothly.

Meeting agenda

During the first meeting, we’ll cover:

  • Feature sets
  • Client/company grouping
  • User grouping
  • Managing content
  • Creating service/problem request package

It’s not necessary for you to have explored these functions already… but it never hurts.