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Prospects / Customers

Prospects / Customers

Kayla Perrine avatar Casey Jackson avatar Grace Edson avatar
18 articles in this collection
Written by Kayla Perrine, Casey Jackson, and Grace Edson

Claims Tab

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Written by Kayla Perrine
Updated over a week ago

Moves Tab

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Written by Kayla Perrine
Updated over a week ago
Prospects

Creating a New Prospect

Casey Jackson avatar
Written by Casey Jackson
Updated over a week ago
Customers

Active Customers

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Written by Kayla Perrine
Updated over a week ago

In-Active Customers

Casey Jackson avatar
Written by Casey Jackson
Updated over a week ago
Prospect / Customer Profile

"Account Data" Tab

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Written by Casey Jackson
Updated over a week ago

"Estimates" Tab

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Written by Casey Jackson
Updated over a week ago

"Related People" Tab

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Written by Casey Jackson
Updated over a week ago

"Payments" Tab

Kayla Perrine avatar
Written by Kayla Perrine
Updated over a week ago

"Events" Tab

Casey Jackson avatar
Written by Casey Jackson
Updated over a week ago

"Tasks" Tab

Kayla Perrine avatar
Written by Kayla Perrine
Updated over a week ago

"Documents" Tab

Grace Edson avatar
Written by Grace Edson
Updated over a week ago

"Payment Methods" Tab

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Written by Kayla Perrine
Updated over a week ago

"Emails" Tab

Casey Jackson avatar
Written by Casey Jackson
Updated over a week ago

"Live Chat" Support

Kayla Perrine avatar
Written by Kayla Perrine
Updated over a week ago
Editing Prospect or Customers' Info

Merging Prospects or Customers

Casey Jackson avatar
Written by Casey Jackson
Updated over a week ago

Deleting an Estimate or Job

Casey Jackson avatar
Written by Casey Jackson
Updated over a week ago

Deleting a Customer or Prospect

Kayla Perrine avatar
Written by Kayla Perrine
Updated over a week ago
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