Customer Record - General Information Section

Overview of the General Information Section of the Customer Record

Video Outline:
• (0:16) - Service Agreement Status
• (0:38) - Company Name or First Name/Last Name
• (0:52) - Customer Name and QuickBooks
• (1:14) - Customer Types
• (1:30) - Lead Source
• (1:47) - Phone Numbers
o (2:13) - Cell Phone Number necessary for SMS/Texting
• (2:27) - Email addresses
• (2:41) - Communication Preferences
• (3:06) - Billing Terms
• (3:33) - Invoice Templates
• (4:20) - Status Field
• (4:42) - Comments Field