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Add a customer in Markate

December 27, 2018 by admin

  • CRM
  • add, Customer

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Related Articles
  • Create a customer from App
  • Create a Lead from App
  • Create & Track a Lead

Categories

  • 1. Getting Started (2)
    • Welcome to Markate
    • Using Mobile App
  • CRM (4)
    • Add a customer in Markate
    • Create a Lead from App
    • Create & Track a Lead
    • Create a customer from App
  • Dashboard & Reports (1)
    • View Reports
  • Employee App (1)
    • Employee Access permission
  • Finance (9)
    • Ask for Deposit
    • Record Billable Expense
    • Record Expense from App
    • Invoice / Estimate Settings
    • Record Payment
    • Sending an Estimate from App
    • Create an Estimate
    • Sync with Quickbooks
    • Record a Expense / Mileage
  • How To (18)
    • Share a Job
    • Sync Your Contacts (iPhone, Android)
    • Sync Google Calendar / iCal
    • Create Service Items, price list
    • Convert Inquiries to Customers
    • Accept Facebook bookings
    • Use app in the off-line mode
    • Hide Quantity, Price
    • Pay by Text
    • Accept Tip
    • Record Payment
    • Tag a customer to a Group or Source
    • Setup Virtual Number
    • Virtual Estimator
    • Setup Credit Card Payments
    • Customer Notification Settings
    • Sync with Quickbooks
    • Attach Photos, docs by default
  • Marketing (7)
    • Customer Finder 360
    • Automated Postcard Marketing
    • Drip Email Campaign
    • Run Deals
    • SMS Marketing
    • Email Blast
    • Postcard Marketing
  • Online Booking (3)
    • Contact plug-in
    • Customer Booking
    • Online Booking Setup
  • Reviews (1)
    • Get reviews instantly
  • Schedule & Dispatch (3)
    • Schedule Settings
    • Recurring Work order
    • Setup Work order

Knowledge Base Articles

  • January 9, 2019
    Share a Job

    Build your own network, share a job, track the commission.

  • January 6, 2019
    Sync Your Contacts (iPhone, Android)

    Display caller id on your phone by sync Markate contacts with Google Contacts

  • January 5, 2019
    Ask for Deposit

    You can ask for Deposit, your customer can make payment online.

  • December 29, 2018
    Sync Google Calendar / iCal

    Sync Google calendar from Android , iPhone, IPAD

  • December 28, 2018
    Employee Access permission

    Check out the Employee / Temp/ service tech access permissions, now they should be able to create estimate, invoice, work order, expense, take payments, clock IN_OUT, Location tracking, time tracking, Assign work orders, Dispatch

See All Articles

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