Accounts (Customers and Leads)
Manage your customer database, track leads, and keep your client information organized.
By Bobby and 1 other2 authors5 articles
- Account (Customer) ManagementKeeping track of accounts/customer
- Accounts (Customers or Leads)How to create a customer or lead
- Importing Customer Database into MotionOpsYou can import your customers from your former CRM or database into MotionOps. Follow the steps below to do so.
- Enabling or Disabling Online Payments for a Specific ClientControl whether individual clients can pay invoices online via public payment links — without affecting your ability to charge them from the back office.
- Customer PortalGive each customer a private, view-only web portal to see their proposals, jobs, invoices, credit memos, and appointments — set business-wide defaults and control exactly what each customer sees.