CRM Tutorials
Applying Crew Member Preferences This will allow a Client to select specific crew they choose to work with vs not 1. Click on CRM 2. Click on Cl...
Tue, 1 Oct, 2024 at 2:22 PM
1. Click on CRM 2. Click on Clients 3. Click on Add Client 4. Type in Client Name 5. Select Line of Business 6...
Tue, 9 Jul, 2024 at 1:51 PM
1. Click on CRM 2. Click on Clients 3. Click on Client you Wish to Create Client Access for 4. Click on Contact you wish to a...
Mon, 29 Jul, 2024 at 1:50 PM
1. Click on CRM 2. Click on Clients 3. Click on Client you wish to add contact/s to 4. Scroll Down to Contacts and Click on A...
Mon, 29 Jul, 2024 at 1:51 PM
1. Click on CRM 2. Click on Clients 3. Select Applicable Client 4. Click on Holiday Schedule 5. Click on Custom ...
Tue, 13 Aug, 2024 at 12:45 PM
1. Click on CRM 2. Click on Clients 3. Select Applicable Client 4. Click on Configuration 5. To Edit Mobile App Setting...
Wed, 28 Aug, 2024 at 9:26 AM
Many times, clients prefer that crew members clock-in using approved-only devices. Many companies use devices such as an external time-clocks or approved eq...
Tue, 15 Oct, 2024 at 10:47 AM