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Customers (CRM)
Customer Relationship Management enables you to track customer job history, financial record, contact info for marketing.
Customer Essentials
Address Basics
Managing Customer Lists and Data
Utilizing the Message Center
- Entering Phone Messages
- Appointment Scheduler
- Using the Group Scheduler for Appointments
- View Messages and Appointments
- Arborgold Message Center: How to add a New Message/Appointment
- Arborgold Message Center: Messages Listing Screen
- Arborgold Academy: Message Center: Appointment Scheduler
- The Scheduling Assistant
- Send Appointment Reminders by Email or SMS