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Insert Phone Field into the Marketing Agreement

Insert Phone Field into the Marketing Agreement

Aug 6th, 2022

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How to Insert Phone Field into the Marketing Agreement

4.7 out of 5

45 votes

in this video Ill cover adding a new customer and updating that customer with an agreement when you add them so I will go to the customers page add customer and enter in customers information were gonna go ahead and put in a bedbug contract and Ill put in my email so now Ill go ahead and say next and the service invoice email is invalid I added an extra space there we go next service location is going to be the same as my billing so at this point Im going to save and create agreement I will choose that bug agreement and pick a sales rep and marketing source griemann status is pending until my client signs it so Im going to hit next and schedule the initial so my bedbug contracts are not going to renew and Im going to schedule the inspection we wont go ahead and put that on for today and Im billing the inspection at 2:50 at the time its done save and then my treatment and follow-up Im going to go ahead and preset to set those as well and Im going to have a one time invoice g

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