9 articles
How to Create, Send, and Confirm an Estimate in MoverMate
How to Add a Follow-Up in MoverMate CRM
How to Assign a Sales Representative to a Lead
How to Convert a Lead into a Job in MoverMate CRM
How to Create an Estimate for Incoming Leads from Website or Other Sources
How to Send an Estimate Email in MoverMate CRM
How to Take an Inventory List from a Customer in MoverMate CRM
Managing Leads: Edit, Duplicate, and Delete
How to Import Leads into MoverMate