Táve

How to track your leads using custom lead statuses

Lead Tracking with Lead Status

Lead Sources

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

Creating Powerful Templates with Tokens

Job Types

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

Job Roles

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

Event Types

Select the channel of an event: In person, Over the phone, or Virtual!

Event Channels

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

Handling a Team of Employees in Táve

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

Packages

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

Creating Products

Nicole

Debbie

Team

Configuring Your Account Settings

Create a custom design with text, images, and links

Website

Terms of Service

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