Tips and Tricks


Monday, January 23, 2017

When selling a service or labor item that needs recurring billing, or for licensing orders with renewal dates, create a task from the document. On that task, place a description of the action and set the due date for the next billing/renewal event. Setting a reminder for a few days prior to the due date will send a notification to contact the customer. The reminder feature is found in the header section of the edit task window. Read More...

Tuesday, January 10, 2017

Leads & Prospects can be tracked on a dashboard tab by selecting the "Add to Dashboard" button under the "Tracking" section during lead or prospect account creation or edit. Make sure that you have the lead component a id="col-logo" href="main">Read More...