General Basics
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      Creating New Customers

      A quick overview of how to create a new customer in ActionFlow.

       

       

      Table of Contents

      • Intro (0:00)
      • Enter and Edit
        Customer Information (0:18)
      • Customer Details (1:25)
      • Customer Actions (1:39)
      • Job Data-
        Create Jobs and Areas
        (1:50)
      • Assign Account/Dealer
        (2:13)
      • Copy Button
        (2:34)
      • Customer Search (2:47)
      • Refresh Button (3:13)
      • Magnifying Glass (3:23)
      • Quote Wizard (3:35)
      • Duplicate Customer (3:46)
      • Delete Customer (3:58)
      • Add Customer Files (4:09)