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Account settings

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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Setting up the duplicate lead flag

Setting up the…


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Setting up SLA's (Service Level Agreements)

Setting up SLA’s…


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Customising your 'Contacted' field options

Customising your…


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Setting up your project type and project stages

Adding project types…


by SurveyBooker

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