Webinar: New User Essentials
Thank you to those of you who could attend and ask questions! Below is a replay of the webinar, along with corresponding help articles.
Additional Information:
- Entering Your Business Information in Preferences
- Add a Signature to Email Messages
- Customizing Your Invoices
- Link Your ProPay Account
- Sort or Filter Contacts and the profile slide-out
- Import A Customer Website/Direct Ship Order
- Create a New Invoice
- Send Direct Payment Link in an Email
- Import an Inventory Product Order from InTouch and Inventory Order Statuses
- Update On Hand from the Product List
- Get Help, View Support Messages, & Access Chat
- Export Contacts to myCustomers or Other Apps and Preferred Program Report
- Posting Payments and Handling Credit Card Payments
- Profile: Main tab
- Track Product Expiration Dates and the Expired Product Report
- Handle Demos, Donations, or Expired/Product Loss