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.
By Stephen1 author39 articles
- Pipelines - A Complete Guide
- Interactions - A Complete Guide
- Task Interactions - A Complete Guide
- Interactions - How to Complete Interactions
- Interactions - How to Create Interactions
- Interactions - What are they? How are they used?
- Set a client or lead as 'Do Not Call' (Text)
- Phone Numbers Builder
- Deactivate Clients, Leads, Addresses, and Contacts (Text/Video)
- (NOP) CRM Form Customization (Text/Video)
- Manage Notification Settings for Your User
- Customer and Lead Notification Settings
- Notifications Builder - Settings
- Notifications Builder - Notification Types & Creating Notification Templates
- Notifications - A Complete Guide
- Manage Your In-App Notifications
- How do I email a quote, invoice or business email in BPro? (Video)
- My customer is reporting that they didn't receive an attached quote or invoice in a business email
- How do I email a quote, invoice or business email in BPro? (Text)
- Increase Email Delivery Success
- How to see email history in BPro?
- How can I delete a lead or customer?
- Leads/Pipelines - How to Assign Pipelines to Leads
- Flagged Notes
- How do I create or add other contacts to a customer profile?
- Where can I find a customer's Product/Service history?
- Where can I view a customer's past orders or jobs?
- How do I create a customer property? How do I assign the customer property to jobs?
- Customer 'Insights' - How can I see how much a customer has spent with me?
- Customer Profile Notes
- Customer Statements