If my lead generator turns a lead over to the office how can I link that back to him? I don t want to use a marketing campaign for this. Also, when the lead sells, how can I link that to him too? My lead generators get $15 for a booked and ran lead a...
So is there a way that my techs can view the equipment on a certain job when they are on call without booking the job completely. I have not found a way that they can look at the existing equipment without booking the entire call.
I'm doing a large scale edit of my pricebook. I edit much better when I can print a paper copy of all the fields of a task. This is simple enough in Word with the mail merge function. I'm printing out all my tasks but the Description and Warranty inf...
