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Comments

  • Avatar
    David Buzzelli (14)

    JobProgress is working fine. This tool is going to help our Company grow!

  • Avatar
    Jonathan Long

    Why can't we make a customer inactive so they no longer show in our customer list. I don't want to delete the customer b/c I like to keep the record, but I want to make them inactive

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    Robles Ent Inc

    Got a call: new lead. trying to make them a lead in the software. tried to add them via work center, no. tried to enter as a customer and designate as a lead, no. Tried Flags, no. tried quick actions, no. tried customer manager, no. ok. i give up. help please. also, where can we change the task notifications to send a text to a cell phone and make that notification be 30 minutes before an action as apposed to one day or week being the only options? thanks!

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    Robles Ent Inc

    Also, When our date base transferred, the contractors and vendors are in it as well. is there a blank i can check within the database to indicate on of thew following: residential client (this is see is present), commercial client (this i see is present), vendor (need), contractor (need), .... and so on. OR, am i to erase these from the data base and reenter each one into company contacts? is there a way to make that easier from the back end? as apposed to our have two separate contact data bases? thanks!

  • Avatar
    Ian Reinsma

    How do I recover a lost lead?

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