Customer
Your work centers around your customers.
Last updated
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Your work centers around your customers.
Last updated
Was this helpful?
Easily access customers' contact information, set communication preferences, billing terms, etc.
Create multiple customer contacts, phone numbers & email addresses
Setup multiple service locations etc. on file
Review notes, documents, images & view history at a glance
Manage customer goals, and associate tasks that will be performed to achieve these goals
