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All Collections
Prospects / Customers
Prospects / Customers
By Kayla and 1 other
2 authors
19 articles
Claims Tab
Moves Tab
Prospects
Creating a New Prospect
Customers
Active Customers
In-Active Customers
Adding Past Clients
Prospect / Customer Profile
"Account Data" Tab
"Estimates" Tab
"Related People" Tab
"Payments" Tab
"Events" Tab
"Tasks" Tab
"Documents" Tab
"Payment Methods" Tab
"Emails" Tab
"Live Chat" Support
Editing Prospect or Customers' Info
Merging Prospects or Customers
Deleting an Estimate or Job
Deleting a Customer or Prospect
