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Customers

Customers

Customer account, sending bulk emails and texts, etc.

By Lance1 author12 articles

Customer Account

Navigating a Customer's Account

Adding a bill for a client with multiple locations

How do I find out how many customers I have?

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Can I send an email to all of my customers at once?

How do I find all of my inactive customers?

How do I convert my leads to customers?

How do I clear the leads map?

Can sales reps see other sales reps' pins on the leads map?

Can I send an email or text to my leads?

Can I add leads to my schedule / route?

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