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Activities
Adding Sources/Campaigns
Billing
Client Portal
Creating additional fields
Creating Case and Task Filters
Creating Custom Email Templates
Creating Custom Forms
Creating invoice types and billing tags
Creating task types

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The Services page

Joy

September 28, 2020 13:49 Updated

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The Services Tab
Adding Sources/Campaigns
Viewing the Logs for E-Sign, SMS, Post Leads etc.
Reports
The Profile Page

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