Creating a field for customer Type
Answered
Is there a way to add a field to our Quote Page that is something like "customer type"
We are looking to split up our crm by Residential - Business - School - Town/Public
The same question
you can use this template variable *customertype*
i would caution you on this IMO
you may not want your clients picking their type
in the future if you charge different prices for schools let say and a client pics school they might get the deal that shouldnt etc
also we set our client type on the backend so we can make sure its correct for future marketing etc
just my 2 cents worth
you can use this template variable *customertype*
i would caution you on this IMO
you may not want your clients picking their type
in the future if you charge different prices for schools let say and a client pics school they might get the deal that shouldnt etc
also we set our client type on the backend so we can make sure its correct for future marketing etc
just my 2 cents worth
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