If you would like to send holiday greetings to your company contacts or simply mass contact in general, follow the below steps. First navigate to the Companies page. From here you can click the Export Spreadsheet option just above the list on the right side. This will generate a CSV file with primary contact email address and primary […]
Learn how to use Private Notes in your workflow.
Steps on adding a new Company to your Companies menu.
Once you have entered a company into your ServeManager account, you can recall that company information by selecting companies from your left toolbar and then choosing the company in question from that list. When you select a company listing, you’ll open a page that displays all of the information you have entered for a particular […]
