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Petfence·ology Documentation
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Company Setup
(22)
Form Builder: Leadsources
Opting people in and out of communications
Setting up your email templates
Welcome Video & Quick Setup Tips
Create new statuses
Pricing Setup
(6)
Automate Your Up-sells For Every New Proposal
Setting up your Modules in the Services Area
Custom Items
How do price changes get handled in PetFenceology?
Warning: Changing the meaning of a Leadsource, Service Area, or Service Factor
Proposal Customization
(12)
Making a phone call from the customer profile
Adding a service to an existing bid
Using the Blacklist Feature
Using Videos in your Bids and Proposals
Automate Your Up-sells For Every New Proposal
Creating a Bid
(13)
How do price changes get handled in PetFenceology?
Using the search feature
Seeing where a bid originated
Adding a service to an existing bid
Editing Customer Information
Communication
(7)
Making a phone call from the customer profile
Using Videos in your Bids and Proposals
Using Videos in your Bids and Proposals
Setting up your email templates
Manually sending a client proposal link
Ninja Tricks
(12)
Warning: Changing the meaning of a Leadsource, Service Area, or Service Factor
Step 1 of setting up a service module
Welcome Video & Quick Setup Tips
Using Videos in your Bids and Proposals
Automate Your Follow Up Process
Video Library
Manually sending a client proposal link
Custom Items
Call Screen power
Manually sending a client proposal link
Using the Blacklist Feature
