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.

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39 articles in this collection
Written by Support and Stephen O'Hara

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?
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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.
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Written by Stephen O'Hara
Updated over a week ago

Notifications Builder - Settings

Set your default notification number, email and subscriptions
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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

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

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.
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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
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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.
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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
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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.
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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?

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Written by Stephen O'Hara
Updated over a week ago