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Customers
Customers
Timothy Barnes avatarLuke Ehresman avatar
By Timothy and 1 other2 authors23 articles

Customers Overview


Customer File Overview
Customer Status: Prospect, New, Active, Inactive
What Is The Customer Timeline?

Customers Tips & Tricks


Can I Merge Two Customers?
Managing Clients With Pianos In 2+ Locations
What Is The "Import Reference ID" Field For?
How Do I Track Referrals In Gazelle?
How Do I Use Custom Fields?

How To Edit Customers


How Do I Create A New Customer?
How Do I Delete A Customer Record
How Do I Change A Client Type?
How Do I Change Customer's 'Company Name'?
How Do I Add Secondary Contact?
How Do I Set A Default Contact, Email, Or Phone?
How Do I Filter The Timeline?
How Do I Add/Edit Timeline Comments
How Do I Change The Contact Preference For A Customer?
How Do I Change A Customer's Status?
How Do I Add An Email Address To A Customer Record?
How Do I Add A Phone Number To A Customer Record?
How Do I Add An Address To A Customer Record?
How Do I Edit The Customer Preference Notes?
How Do I Edit The Personal Notes For A Customer?
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