Add a New Customer

How to Add a New Customer
The Customer screen is where you will manage all of your customers. You can add single customers manually or ask you onboarding specialist to bulk upload...
Mon, 28 Oct, 2024 at 8:55 AM
Pre-Service Notifications
When you add a new customer, you can select from the “Pre-Service Notification” dropdown menu. If you select “Phone Call”, a tag is added automatical...
Fri, 11 Oct, 2024 at 11:07 AM