Connect Prep Series

CRM - Managing Your Customers

11 min
Learn how to manage your customers from acquisition to active customers. Review the customer directory and account tracking tools.
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Custom Data Views: Live Reports & Kanban Views
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Job Dashboard
Additonal Videos
4 min
Welcome & Basic Settings
1 min
Add JobTread to Your Mobile Device
4 min
Custom Fields
7 min
Custom Data Views: Live Reports & Kanban Views
11 min
CRM - Managing Your Customers
6 min
Job Dashboard
10 min
Cost Catalog

The JobTread Platform