Tips and Tricks

• Quote Revision History
• 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