Zev Bit Software Help Center

Creating Clients & Scheduling Meetings

Creating Clients & Scheduling Meetings

By ZevBit1 author5 articles

Create a New Client (Lead) in Under a Minute

Scheduling a Meeting (Site Visit, Call, Design Meeting)

Meeting Categories (Task Types) and Email Automation

Repeating Meetings (Daily, Weekly, Custom)

Custom Fields (Capture the Info You Need Upfront)