Customers
Manage customer profiles, properties and tags, and use the customer portal.
19 articles
Importing Customers into Copilot
Creating Leads and Customers
Custom Customer Types
How to Edit a Customer
Change Customer to Inactive Status
Change Customer Status to Active
Write Off Customer With Balance Remaining
Restore a Deleted Customer
How to Change the Location of a Property if it's Wrong on Maps / Routes
How to Bulk Add Tags to Customers
How to Filter the Customers Page
My Customer Can’t Access Their Portal