Táve

How to track your leads using custom lead statuses

Lead Tracking with Lead Status

Understanding Tokens and how they help you create powerful templates for your business.

Setting up your available job roles for the contacts on your leads and jobs

Setting up your available event types to appear on your Táve job schedules and calendar

How to best track job assignments by team member and customize user preferences.

Combining your products into set packages that you offer to your clients.

Creating the products and services that you offer to your clients.

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