FieldInsight

How to copy a site or account customer to a new site or account customer

Create a new site or account customer by copying an existing customer

Learn what a site customer is and how to add one

Keep a track of general contacts/leads and opportunities through FieldInsights contact management feature

Some Account customers you deal with have multiple contacts. You can now add them all on to your Account customer record.

Search and export customer lists to send marketing information to

Record where your customers heard about your business and track over time to determine what is your best lead generation.

A quick and easy way to be in a job booking workflow when creating a new Account customer

Single place to see the Job/Tech Notes and activity for the Site Customer you can also add atomic notes for the site

Find answers and get help from Intercom Support and Community Experts

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