Customers
Everything you need to know about Customers!
- Frequency Versus Recurring
- How to Create Customer Types
- Custom Field
- Customer and Prospect Alerts
- Merging Customers
- Creating Customer and Prospect "Types"
- Prospect to Customer Conversion
- Exporting Customers & Prospects
- How to Archive and Unarchive Customers
- Setting your Appt. Time Defaults
- Adding Customers
- How to Convert a Customer to a Prospect