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Account settings

Lock a Job on Completion (Coming Soon)

Lock a Job on…


by SurveyBooker

Setting up Conflict of Interest Checks on your jobs (Coming Soon)

Setting up Conflict of…


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Setting up the Tentatively Booked stage in your booking flow (Coming Soon)

Setting Up the…


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Workflows - Creating your own Automations (Coming Soon!)

What are…


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Automated Lead Allocation

Automated Lead…


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Adding Office and Surveyor Users to Your Account

Adding Users to Your…


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Creating an email signature

There are two places you…


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Setting up a from name on SMSGlobal

A “from”…


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Deleting a user from your account

Deleting a user from…


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Merging records

Step 1: Set which user…


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