SmartMoving Software

Ren Jones

Sending Custom Emails and SMS Messages to Customers

How to flag and report on lost leads and opportunities

How to allow customers to complete their own inventory with a mobile device or computer

Allow your customers to digitally sign any document

Where to find a document your customer has signed

Learn to configure Task Follow-Up automation by creating custom rules.

Learn to configure lead routing automation in SmartMoving.

How to manually or automatically mark opportunities as lost

Prevent Customers from Managing their Inventory from the Customer Portal Page

Why don't my unread email & SMS messages clear automatically?

How to cancel an opportunity and notify the customer

How to delete an opportunity in SmartMoving

How to install the Text Blaze plugin which will allow you to automatically drop in note templates or snippets on your estimates.

Find answers and get help from Intercom Support and Community Experts

Track the progress of all tickets related to your company.

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