Contact Management Pack

Articles on the apps included within the Contact Management Pack

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34 articles in this collection
Written by Errol Elumir, Inder, and Tiffany Clay
Contacts App

Contacts App Overview

An overview of the Contacts App
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Written by Errol Elumir
Updated over a week ago

What is a Contact?

The difference between Customers and Contacts
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Written by Errol Elumir
Updated over a week ago

Create a Lead

How to Create a Lead in the Contacts App
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Written by Errol Elumir
Updated over a week ago

Create a Customer

How to create a customer and contact within the Contacts App
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Written by Errol Elumir
Updated over a week ago

Add an Additional Contact to an Existing Customer

How to add additional contacts to existing customers, leads, or vendors
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Written by Errol Elumir
Updated over a week ago

Add an Additional Contact to an Existing Lead

How to add additional contacts to existing leads.
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Written by Errol Elumir
Updated over a week ago

Convert a Lead to a Customer

How to manually convert a lead to a customer
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Written by Errol Elumir
Updated over a week ago

Sub-Customers and Jobs

Creating a job/sub-customer in Method
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Written by Errol Elumir
Updated over a week ago

Create / Edit a Lead Source

Add or Edit Lead Source Dropdown Options
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Written by Tiffany Clay
Updated over a week ago

Set Custom Pricing with Price Levels

Giving a Price Level to a customer
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Written by Errol Elumir
Updated over a week ago

Provide Access to Contacts Portals

Giving a customer their link to their Contacts Portal
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Written by Errol Elumir
Updated over a week ago

What is the Contact Portal?

A secure web page for your customers to view their transactions.
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Written by Inder
Updated over a week ago

Using the Contacts Portal to View and Pay Transactions

How a Customer can use the Contacts Portal to view their transactions and pay their bills
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Written by Errol Elumir
Updated over a week ago

Customizing the Contacts Portal

Things to consider when customizing the contacts portal.
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Written by Inder
Updated over a week ago
Activities App

About the Activities App

Activities App Description and Perks
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Written by Tiffany Clay
Updated over a week ago

What is an Activity?

The activity is the foundational interaction you have with your clients
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Written by Errol Elumir
Updated over a week ago

Activities App Preferences

Activity App Personal and Company Preferences
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Written by Tiffany Clay
Updated over a week ago

Create an Activity

Track your interactions with your contacts by using the Activities App.
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Written by Errol Elumir
Updated over a week ago

Schedule a Follow-Up

How to create an activity to follow-up with a contact
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Written by Errol Elumir
Updated over a week ago

Recurring Activities

Set an activity to repeat over a period of time.
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Written by Errol Elumir
Updated over a week ago

Link Activities to Cases / Opportunities

How to link existing activities to cases or opportunity
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Written by Tiffany Clay
Updated over a week ago

Edit an Existing Activity

How to change the details of an existing activity
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Written by Tiffany Clay
Updated over a week ago

Create / Edit an Activity Type

How to edit existing and create new custom activity types
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Written by Tiffany Clay
Updated over a week ago

Create / Edit an Activity Status

How to edit existing and create new activity status's
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Written by Tiffany Clay
Updated over a week ago

About the Activity Calendar

How to view activities in a calendar
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Written by Errol Elumir
Updated over a week ago

Activity Calendar Views

How activities are shown in the calendar.
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Written by Errol Elumir
Updated over a week ago

Adding a Calendar Activity

How to add and edit activities in the Activity Calendar
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Written by Errol Elumir
Updated over a week ago

Activity Reports

Visualize and track your activities
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Written by Errol Elumir
Updated over a week ago