Customer Relationship Management (CRM) & Message Center

Everything you need to know about managing your customer list using the CRM and Message Center tabs.

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29 articles in this collection
Written by Elizabeth Ogle, Caleb, Betsy Rainey and 1 other

Sub & Parent Customers

Subcustomers, sub contacts, parent customers

Written by Caleb
Updated over a week ago

Multiple Tax Levels - Sub Customers

How to setup sub customers with multi - tax level settings

Written by Caleb
Updated over a week ago

Customer Essentials

Creating a Customer

Everything you need to know about Creating a Customer

Written by Elizabeth Ogle
Updated over a week ago

Searching Sorting and Filtering Customers

Find customers quickly

Written by Elizabeth Ogle
Updated over a week ago

Adding, Searching, and Sorting by Customer Tag

Adding, Searching, and Sorting by Customer Tag

Written by Elizabeth Ogle
Updated over a week ago

Grouping and Sorting Customers

Organize the customers once you've narrowed down your list

Written by Elizabeth Ogle
Updated over a week ago

Deactivate Reactivate or Set Inactive

What to do when you need to hide or remove a client from your database

Written by Elizabeth Ogle
Updated over a week ago

Customer Excel Export and Permissions

Your customer list is valuable, learn how to organize it, export it, and restrict users who can access it.

Written by Elizabeth Ogle
Updated over a week ago

Address Basics

Add a New Job Site or Billing Address

What is the difference between a job site and a billing address?

Written by Elizabeth Ogle
Updated over a week ago

Editing Billing Addresses and Job Sites

Validate and correct job sites and learn to geo-locate specific properties.

Written by Elizabeth Ogle
Updated over a week ago

Site Notes and Directions

Print site notes and directions on work orders. These are things like gate codes, parking directions, hidden drive reminders, etc

Written by Elizabeth Ogle
Updated over a week ago

Searching and Tagging Job Sites

Learn to quickly search by job site instead of by billing address

Written by Elizabeth Ogle
Updated over a week ago

Moving Job Site Information

What happens when a customer moves to a new property?

Written by Caleb
Updated over a week ago

Landscape Measuring Tool (Basics)

Create areas to measure square footage for pricing mowing and landscaping services and calculating chemical inventory

Written by Elizabeth Ogle
Updated over a week ago

Plant Inventory (Basics)

Create new Plant Inventory and search it easily.

Written by Elizabeth Ogle
Updated over a week ago

Address and Customer Defaults

Adding Ad Sources

Is your advertising working? How to add and track ad sources

Written by Kristie
Updated over a week ago

Batch Email for Proposals, Invoices, and Marketing Automation

SendGrid, Marketing, Renewals, Batch Email, Elastic Email

Written by Kristie
Updated over a week ago

Setting up Districts

CRM, Sites, Districts

Written by Kristie
Updated over a week ago

Setting Up District Look Up

CRM, Sites, Districts

Written by Kristie
Updated over a week ago

Managing Customer Lists and Data

How to Generate a Customer List

Generate a customer list for Marketing in Arborgold

Written by Caleb
Updated over a week ago

Customer Utilities

Written by Betsy Rainey
Updated over a week ago

Merging Customers

Got a duplicate? Here's how to fix that.

Written by Elizabeth Ogle
Updated over a week ago

Customer Account Features

Customer Email Activity

Email a Customer and View Activity Log to see what you've sent them.

Written by Kristie
Updated over a week ago

Utilizing the Message Center

Entering Phone Messages

Entering messages

Written by Caleb
Updated over a week ago

View Messages and Appointments

View messages and appointments

Written by Caleb
Updated over a week ago

Appointment Scheduler

Everything you need to know about using the appointment scheduler

Written by Caleb
Updated over a week ago

Using the Group Scheduler for Appointments

Group Scheduler for Appointments

Written by Caleb
Updated over a week ago

Message Center Overview: View, Search, & Filter Your Messages & Appointments

View, Search, & Filter Your Messages & Appointments

Written by Caleb
Updated over a week ago

Completing Messages and Appointments

Completing messages and appointments

Written by Caleb
Updated over a week ago