Accounts (Customers and Leads)
Manage your customer database, track leads, and keep your client information organized.
By Bobby and 1 other2 authors4 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.