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  1. Service Autopilot
  2. Settings
  3. CRM
  4. Other CRM Settings

Other CRM Settings

Information not found in the other CRM categories such as Custom Fields and Tags

  • Edit Calendar Event Categories
  • Add a Client Source
  • Set Up Custom Fields
  • 📽️ Custom Fields - Video
  • 📄 User Guide: Email Subscriptions
  • 📽️ Email Categories and Email Links- Video
  • Create Job Templates
  • 📽️ Job Templates - Video
  • Add and Manage Tags
  • 📽️ Using Tags - Video
  • Manage Ticket Categories

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