Customer
- Custom Status
- Import CSV
- Client Tracking Portal
- Client Auto Sign Up Lead Link
- Troubleshooting Portal Access
- Flagging and Phone Call Tracking
- Customer Screen
- Sending Emails and Tracking Emails
- Import/Export CSV
- Add New Customer
- Documents (notification icon)
- Manage Customer
- Documents
- Edit Customer's Info
- Providing Client Portal Access
- Send Contract with the Onboarding Process
- Send Emails