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