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  1. Service Autopilot
  2. CRM

CRM

Information pertaining to the Customer Relationship Management features in SA such as Accounts and Estimates.

  • V3 Accounts

    Information about V3 Accounts

  • Clients

    Information about V2 Clients

  • Leads

    Information about V2 Leads

  • Estimates

    Information about Estimates (not available with Startup subscription)

  • Tickets

    Information about Tickets

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