Creating New Customers

Creating New Customers

 

 

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)

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