3d • General discussion
CRM Questions
Hello, I’m onboarding my first client and just have a few question About what to select, add or not add on while connecting customers CRM with CRM connector. I’m only doing Google reviews, reviews Reactivation and SEO. I attached images for all my questions.
- Tags and custom fields tab: do I need to add any custom fields or are the custom fields provided enough?
2.Filter configuration tab: (import contacts from housecall pro):
Do I ONLY select, “contacts with completed jobs,” right? I don’t want to select “contacts identified as leads,”correct?”
3.Filter configuration tab: (import Calendar events from housecall Pro)
I’m assuming we don’t worry about calendar events, right?
4.Filter configuration tab: (import transactions from housecall pro)
which filters do we want to select for importing transactions from housecall pro?
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CRM Questions
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