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Customer Relationship Management (CRM)
Customer Relationship Management (CRM)
Customer Information
Customer Follow-ups
Web Leads
Sales / Quotes / Deals
Profit Accounting
Parts
Counting Parts
Ordering Parts
Parts Invoice
Part Bins
Service Repair Orders
Tools and Settings
System / Installation / Setup
Email
Employee
Hardware
Mobile App
Mobile Technician
Mobile Sales
EverLogic DMS
Vehicle Inventory
Training
Deposits / Payments / Refunds
Accounting / Bookkeeping
QuickBooks Error Codes
QuickBooks Processes and Procedures
QuickBooks Quick Tips
QuickBooks Reconciliation & Auditing Accounts
Help Articles / Training
Reporting
Selly
WebManager
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EverLogic Knowledge Base
Customer Relationship Management (CRM)
Customer Relationship Management (CRM)
Customer Information
Customer Follow-ups
Web Leads
Sales / Quotes / Deals
Profit Accounting
Parts
Counting Parts
Ordering Parts
Parts Invoice
Part Bins
Service Repair Orders
Tools and Settings
System / Installation / Setup
Email
Employee
Hardware
Mobile App
Mobile Technician
Mobile Sales
EverLogic DMS
Vehicle Inventory
Training
Deposits / Payments / Refunds
Accounting / Bookkeeping
QuickBooks Error Codes
QuickBooks Processes and Procedures
QuickBooks Quick Tips
QuickBooks Reconciliation & Auditing Accounts
Help Articles / Training
Reporting
Selly
WebManager
Customer Relationship Management (CRM)
In this category you'll find articles and videos on Follow Up, Customer Searches, Marketing, Mobile Sales, and Web Leads.
Changing Customer Prospecting Statuses Follow-up Timelines
Pulling Credit Report via 700Credit
Reassigning Customers to a Different Salesperson
Converting Canadian Postal Codes
Selly CRM Automated Customer Follow-up
Customer Information
Merge Customer Records
Adding a New Customer
Customer Alerts
Customer Association "Co-Customer"
Update Customer's Address Zip Code, using the "plus-four code"
Using Customer Prospecting Statuses
Customer Search
Customer Time Zone
Customer Data Extract / Export
Deactivating / Deleting a Customer
How to Locate / Re-activate a Deleted Customer
See more
Customer Follow-ups
Customer Follow-Up Reminders Setup
Customer Follow-Up
Web Leads
ADF-XML Lead Import Function
