Leads & Customers
Everything you need to manage your pipeline and customer base. Learn how to create and track leads, log interactions, add notes and samples, and manage full customer profiles.
18 articles
How do I find my Website Leads?
Understanding the Customer's Tab
How can I view saved credit card info?
How do I create a customer import list?
How do I remove my Customer's Credit Card Number?
How do I add Multiple Contacts to a Customer Profile?
How to add a new customer
Down payment setup
How do I add multiple addresses to a Customer Profile?
