Customer Management
Manage client contacts, communication, and lead sources with ease.
8 articles
How to Create a New Client Contact
How to Add & Edit Customer Lead Sources
How to Set Up Automation Campaigns (Email and Text Automation)
How to View Customer History (Quotes, Invoices, Job Forms)
How To Import Customer Contacts into QuoteIQ
How to Set Up & Use ClientHub
Contact Form in QuoteIQ
Virtual Call Team – How It Works & How To Set It Up