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tyebliss

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since ‎10-13-2021

‎05-23-2023

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Re: I am looking for the best way to keep track of customers and follow up with them. The customer is waiting on parts or is purchasing something for us to install. They are supposed to call us to reschedule. I don't want to rely on the customer to call me.

by tyebliss 01-19-2022 in Dispatch

01-19-2022

We have been using the "Task Management" section to create follow up tasks for customers. If you find a more convenient way to do so please share.

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