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I accidentally put two leads in with the same name except one version has services on the end. I don't want to delete the lead without the services because there are notes and activities associated with both. If I delete one of them all my activities and notes will be deleted. What is the easiest way I can do this? My ...
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I want to block off holidays on the Method Calendar when we won't be working so I don't book appointments or calls on those days. How can I do this?
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I am the salesperson in the company. How can I track how much revenue I bring into the company. I am bringing on new customers. The customers we already have or house accounts do not count towards this.
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I want to see how much my customer has spent with our company for the entire year. Is there a way to do this?
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I am wanting to label my leads so I know what products and/or services they are qualified for. How can I do this?
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I did a customization session and the rep didn't quite understand what I was trying to do. Under the estimate we added a terms and conditions. When I click on print preview I can see the estimate along with the terms and conditions beneath it. However the customer can't see the terms and conditions. I don't need ...
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