Video Tutorials
Step-by-step video guides.
Tutorials
► CONTACTS SECTION
How to add a Contact
How to add a Tag
How To Add a Note To a Contact
How To Request a Payment by Text Message
How To Restore a Deleted Contact
How to remove a Tag
How To Manage Communications - DND Mode
How To Request a Payment by Email
How To Add a Task To a Contact
How To Set an Appointment
How To Create a New Tag
How to send a Text Message (SMS)
How to send an Email
How to add a Company
How To Review And Update a Task
How To Restore a Deleted Contact
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