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

Stephen O'Hara avatar
1 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 (Text)
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