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Tips and Tricks

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  • Rescheduling a Job
  • Using the Client Portal
  • Previewing the Client Portal
  • Using Custom Tags to Label Your Address Book Contacts
  • Recording a Client Refund
  • Exporting Questionnaire Responses to CSV
  • Auto-Responding to New Leads
  • Automatically Remind Yourself to Follow Up with a Lead
  • Complete List of Tokens
  • Tracking Referrals in Táve
  • Sending Event Social Media Information to Yourself by Automation
  • Setting Up a Recurring General Task by Automation
  • Sending Facebook Inquiries Directly to Táve
  • Create a Custom Bridal Show Contact Form
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