Leads & Customers
Everything you need to manage your pipeline and customer base. Learn how to create and track leads, log interactions, add notes and samples, and manage full customer profiles.
Managing Leads
Customers
- How do I Manage Customer Details?
- Understanding the Customer's Tab
- How can I view saved credit card info?
- How do I create a customer import list?
- How do I remove my Customer's Credit Card Number?
- How do I add Multiple Contacts to a Customer Profile?
- How to add a new customer
- Down payment setup.
- How do I add Multiple Addresses in a Customer Profile?