Client Help and Support Center

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Client Help and Support Center

Customer Relationship Management (CRM) & Message Center

Customer Relationship Management (CRM) & Message Center

Customer Essentials

Creating a Customer

Customer Tabs

Creating and Utilizing Customer Tags

Setting Up Customer Communication

Utilizing Sub Customers

Parent and Sub Customer Accounts Receivable Updates

When to Set a Customer Discount

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Address Basics

Adding or Editing a Job Site

Validating Job Sites

Editing a Billing or Job Site Address

Assigning A District

Creating and Utilizing Job Site Tags

Site Notes and Directions

Landscape Measuring Tool (Basics)

Plant Inventory (Basics)

Moving Job Site Information

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Managing Customer Lists and Data

Searching, Sorting, Grouping, and Filtering Customers

Customer Utilities

Merging Customers

Deactivate Reactivate or Set Inactive

Customer Excel Export and Permissions

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Utilizing the Message Center

Entering Phone Messages

Appointment Scheduler

Using the Group Scheduler for Appointments

View Messages and Appointments