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Company Setup
(22)
Daily Digest Overview
Form Builder: General Info
Warning: Changing the meaning of a Leadsource, Service Area, or Service Factor
Form Builder: Setting up service areas
Step 1 of setting up a service module
Pricing Setup
(6)
Warning: Changing the meaning of a Leadsource, Service Area, or Service Factor
Step 1 of setting up a service module
Automate Your Up-sells For Every New Proposal
Setting up your Modules in the Services Area
Custom Items
Proposal Customization
(12)
Opting people in and out of communications
Explicit Opt-in
Automate Your Follow Up Process
Sending an email to a customer from the customer profile
Making a phone call from the customer profile
Creating a Bid
(13)
Original Bid vs Last Recalculation
Call Screen vs. LightBox vs. Smart Form
Opting people in and out of communications
Testing the Smart Form
How do price changes get handled in PetFenceology?
Communication
(7)
Explicit Opt-in
Sending an email to a customer from the customer profile
Making a phone call from the customer profile
Using Videos in your Bids and Proposals
Using Videos in your Bids and Proposals
Ninja Tricks
(12)
Exporting Petfenceology contacts
Using the Blacklist Feature
Warning: Changing the meaning of a Leadsource, Service Area, or Service Factor
Step 1 of setting up a service module
Welcome Video & Quick Setup Tips
Video Library
Manually sending a client proposal link
Custom Items
Call Screen power
Manually sending a client proposal link
Using the Blacklist Feature
