Documentation

Customer Page

• Importing customers
• Uploads
• Associations
• Customer timeline
• Messages and emails

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Enquiries Page

• Leads
• Embedding custom enquiry form
• Importing your leads
• uDrew integration
• Auto Replies

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Products & Proposals

• Products
• Proposals
• Pipeline

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Work Management

• Jobs
• Planner
• Global search
• Files
• Messages
• Email templates
• Marketing
• Sequences

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Admin

• Email SMS backup
• Contract Payment Options
• Job Settings
• Custom Fields
• Managing Users
• User Roles & Permissions