Inflatable Office Rental Software Rental Software for Party & Events
 
  • Home
  • Topics
  • New Topic
  • Knowledge Base
Login

Leads

All Topics Questions Problems Ideas Thanks Announcements Knowledge Base
Getting Started Leads Contracts Quote Pages Emails Quickbooks Calendar Customers Reports Settings Rental Inventory Delivery / Routing Workers Website Integration Taxes Sales CRM Surveys and Testimonials Locations IO Phone Blog Updates Pricing Embedded Documentation
  • Viewing and Filtering Leads
  • Lead Statuses
  • Adding a New Lead or Event
  • Updating and editing a lead
  • Overwrite or new profile for a customer when on a lead
  • How to Quickly Give a Price Quote
  • Advanced times on a lead
  • How to use the Recalculate box on a lead
  • Customizing Leads List Columns
  • Keyword Filtering types
  • Deposits
  • Attachments
  • Saving, Sharing, and Deleting Filters
  • How to find the Lead ID
  • Lead Line Items
  • Defaulting to Sunset Time for Event Start and Showing in Admin Interface
  • Venues
  • Weather Alerts
  • Quick-Add Items
  • Issue a credit for future usage on a canceled or postponed event
Powered by: UseResponse - Knowledge Base Software