CRM

Customer Relationship Management; Create a Customer, Delete a Customer, Customer Info and History, Customer Profile, Customer Intel, Pricing, Tax Exemptions, Discounts, Pipelines and Actions.

Brad avatar Stephen O'Hara avatar
52 articles in this collection
Written by Brad and Stephen O'Hara

Pipelines - A Complete Guide

What Are Pipelines and States? How are Pipelines created and assigned to Leads or Orders/Jobs?
Stephen O'Hara avatar
Written by Stephen O'Hara
Updated over a week ago

Pipelines - The Pipeline Board

What is the Pipeline Board? How can I view and manage my Pipelines? How do I drag and drop? How do I filter the Pipeline Board?
Stephen O'Hara avatar
Written by Stephen O'Hara
Updated over a week ago

Pipelines - How to Assign Pipelines to Leads

How do I assign Pipelines and States to Leads? How do you add dollar value to Lead Pipelines?
Stephen O'Hara avatar
Written by Stephen O'Hara
Updated over a week ago

Interactions - A Complete Guide

What are Interactions? How to Create, Complete and Report on Interactions.
Stephen O'Hara avatar
Written by Stephen O'Hara
Updated over a week ago

Task Interactions - A Complete Guide

What are Tasks and how can they help me? Learn how Tasks and Actions can be be flexibly applied to your Leads, Clients and Orders/Jobs.
Stephen O'Hara avatar
Written by Stephen O'Hara
Updated over a week ago

Tasks - The Actions Builder

How do I create new actions that I can assign to my tasks?
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Written by Stephen O'Hara
Updated over a week ago

Pipeline Builder - How to Create Pipelines

What are Pipelines & How to create and edit your Lead and Order/Job Pipelines? What is the difference between a Lead and Order/Job pipeline?
Stephen O'Hara avatar
Written by Stephen O'Hara
Updated over a week ago

Interactions - How to Complete Interactions

How/Where do I complete Interactions for Leads, Clients, or Order/Jobs?
Stephen O'Hara avatar
Written by Stephen O'Hara
Updated over a week ago

Interactions - How to Create Interactions

How/Where do I create or assign an Interaction to a Lead, Client, or Order/Job?
Stephen O'Hara avatar
Written by Stephen O'Hara
Updated over a week ago

Interactions - What are they? How are they used?

What are Interactions and how can they help me? Learn how Interactions can be be flexibly applied to your Leads, Clients and Orders/Jobs.
Stephen O'Hara avatar
Written by Stephen O'Hara
Updated over a week ago

Set a client or lead as 'Do Not Call' (Text)

Choose whether to allow calls for any Customer or Lead
Stephen O'Hara avatar
Written by Stephen O'Hara
Updated over a week ago

Phone Numbers Builder (Text)

This page allows you to purchase and edit phone numbers for delivering SMS Text Massages from your BPro system.
Stephen O'Hara avatar
Written by Stephen O'Hara
Updated over a week ago

Lead Source - Campaign Management (Text/Video)

Learn how you can create, edit and manage your lead source campaigns in BPro
Stephen O'Hara avatar
Written by Stephen O'Hara
Updated over a week ago

Deactivate Clients, Leads, Addresses, and Contacts (Text/Video)

Learn how you can deactivate clients, addresses and contacts in BPro
Stephen O'Hara avatar
Written by Stephen O'Hara
Updated over a week ago

CRM Form Customization (Text/Video)

Learn how you can configure the fields on your customer and lead related forms.
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Written by Stephen O'Hara
Updated over a week ago

Manage Notification Settings for Your User

How do I change the phone number or email that I receive my notifications at? How to opt-in/out your user for specific BPro notifications?
Stephen O'Hara avatar
Written by Stephen O'Hara
Updated over a week ago

Customer and Lead Notification Settings

Control which customers or leads receive notifications and which don't. Choose which notifications a customer or lead receives or doesn't.
Stephen O'Hara avatar
Written by Stephen O'Hara
Updated over a week ago

Notifications Builder - Settings

Set your default notification number, email and subscriptions
Stephen O'Hara avatar
Written by Stephen O'Hara
Updated over a week ago

Notifications Builder - Notification Types & Creating Notification Templates

Where do I setup my notifications? What are notification types? What are notification templates?
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Written by Stephen O'Hara
Updated over a week ago

Notifications - A Complete Guide

In this article we cover everything related to Notifications
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Written by Stephen O'Hara
Updated over a week ago

Manage Your In-App Notifications

How do I access my In-App Notifications?
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Written by Stephen O'Hara
Updated over a week ago

Customer Profile Notes

Explains all the functionality of the customer profile notes section.
Stephen O'Hara avatar
Written by Stephen O'Hara
Updated over a week ago

How do I email a quote, invoice or business email in BPro? (Video)

Need to email your customer from inside BPro or email a copy of a quote, invoice or work order? Look below
Stephen O'Hara avatar
Written by Stephen O'Hara
Updated over a week ago

My customer is reporting that they didn't receive an attached quote or invoice in a business email

Your customer received your business email but they didn't see an attached copy of the Quote/Invoice.
Stephen O'Hara avatar
Written by Stephen O'Hara
Updated over a week ago

How do I email a quote, invoice or business email in BPro? (Text)

Need to email your customer from inside BPro or email a copy of a quote, invoice or work order? Look below
Stephen O'Hara avatar
Written by Stephen O'Hara
Updated over a week ago

Increase Email Delivery Success

Why are my emails not getting through? How to increase delivery success and help prevent your emails from landing in spam folders.
Stephen O'Hara avatar
Written by Stephen O'Hara
Updated over a week ago

How to see email history in BPro?

A guide to see your history of emails sent from within BPro
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Written by Stephen O'Hara
Updated over a week ago

How can I delete a customer?

Stephen O'Hara avatar
Written by Stephen O'Hara
Updated over a week ago