17hats terms by Let Nicole Help

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Across
  1. 4. a step-by-step process that guides you and your customer through your work together
  2. 6. the first thing you see when you log in; gives a high-level overview
  3. 10. the middle part of a 3-in-1 document
  4. 13. where all info about your client's job populates
  5. 15. a newer feature, allows for a ____ image, separate from your logo, on documents
  6. 16. automatic email messages that can be sent for upcoming and past due documents
Down
  1. 1. an event created through online scheduling
  2. 2. a payment ____ lets customers know what payment amounts are due & when
  3. 3. a new, potential customer
  4. 5. an integration that allows for importing & exporting contacts
  5. 7. your products & services can have both an internal name and a ____ name
  6. 8. a document that allows product/service options for your customers & can transform into an invoice
  7. 9. to "file away" a project without deleting it
  8. 10. one way to collect leads is through a lead ____ form
  9. 11. in your workflow, emails can be set to "approve" or ____
  10. 12. contact & project ____ are additional bits of info that are searchable in the platform
  11. 14. placeholder that allows information to be auto-filled into an email or document