Prospects / Customers

19 articles in this collection
Written by Kayla Perrine, Sara Trichell, and Kenny Mannino

Claims Tab

Written by Kayla Perrine
Updated over a week ago

Moves Tab

Written by Kayla Perrine
Updated over a week ago

Prospects

Creating a New Prospect

Written by Kayla Perrine
Updated over a week ago

Customers

Active Customers

Written by Kayla Perrine
Updated over a week ago

In-Active Customers

Written by Kayla Perrine
Updated over a week ago

Adding Past Clients

Adding Past Clients

Written by Kenny Mannino
Updated over a week ago

Prospect / Customer Profile

"Account Data" Tab

Written by Kayla Perrine
Updated over a week ago

"Estimates" Tab

Written by Kayla Perrine
Updated over a week ago

"Related People" Tab

Written by Kayla Perrine
Updated over a week ago

"Payments" Tab

Written by Kayla Perrine
Updated over a week ago

"Events" Tab

Written by Kayla Perrine
Updated over a week ago

"Tasks" Tab

Written by Kayla Perrine
Updated over a week ago

"Documents" Tab

Written by Sara Trichell
Updated over a week ago

"Payment Methods" Tab

Written by Kayla Perrine
Updated over a week ago

"Emails" Tab

Written by Kayla Perrine
Updated over a week ago

"Live Chat" Support

Written by Kayla Perrine
Updated over a week ago

Editing Prospect or Customers' Info

Merging Prospects or Customers

Written by Kayla Perrine
Updated over a week ago

Deleting an Estimate or Job

Written by Kayla Perrine
Updated over a week ago

Deleting a Customer or Prospect

Written by Kayla Perrine
Updated over a week ago