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Quick How-To Videos to Get You Started!
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How to Add A Customer
Mark Bid As Won
How to View Email Templates and Make Changes
How to Pick a Start Date When Adding a Customer
How to Start a New Follow-Up After a Client Has Been Marked as Won or Stopped
What to Do When Customer Asks for Follow Up a Few Months From Now
Viewing Customer Activity, Check Alerts, Change Customer Status
How Do I Log Out of CC So I Can Log In as a Different User?
Fixing Misspelled Customer Name
How to Send as Different Email Address
App Shortcuts
How to Set a Reminder
Stop Follow-Up Emails
Adding Link to Email Campaigns
Making Changes to Timing of Emails
Creating or Changing Your Email Signature.