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Prospects / Customers
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