Clients Manage your clients and the communications you send them including email templates, text messages, and reminders.
Clients
- Sales CRM
- Import Clients from QuickBooks Desktop
- Import Your Clients
- Client Basics
- Exporting Client Information
- Creating New Properties
Notifications
- Variables
- Assessment & Visit Reminders
- Notifications
- Quote Follow-ups
- Invoice Follow-ups
- Job Follow-ups
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