New User InterFace
- "Product Recommendation: Copy Feature for Estimates"
- Customer Email: Appointment Reminder (new ui)
- Customer Email: Job Scheduling Confirmation
- Customer Text : Thank you (After Job is Completed)
- Customer Email: Payment Reminders
- Color Coding
- How to Convert a Customer to a Prospect
- How to Insert an Image Into an Editor
- Email Modifications
- How to Edit Specific Notes
- Setting Up Time Zone
- How to Add Tasks
- Adding and Managing Users
- How to Archive and Unarchive Prospects
- Merging Customers
- How To Upload a PDF (or other doc) To a Page in The Big Proposal
- Creating Customer and Prospect "Types"
- Adding A Prospect
- Work Order Format
- Adding Job Locations