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Customer Relationship Management
Customer Relationship Management
Find help related to the Home Screen, Contacts, Properties, and more!
Training Videos
101: Customer Relationship Management- Overview of Contacts and Properties
102: Contacts- Searching and Editing Existing Contacts
103: Contacts- Creating A New Contact And Attaching It To A Property
104: Properties- Searching and Editing Existing Properties
105: Properties- Creating a New Property
106: Home Screen- Navigation and Overview
107: Tasks- Navigating, Creating, and Completing
108: Appointments- Navigating, Creating, and Editing
109: Issues- Creating, Updating, and Completing
110: Dashboards- Navigating, Editing, and Creating
111: Contacts- How To Import Your Contacts
112: Properties- How To Import Your Properties
Home Screen
Creating a New Dashboard
Creating an Issue
User Settings
Syncing Your Email and Calendar to Aspire
Customer Portal
Setting Up Your Customer Portal and Inviting Your Customers
Emailing
Email Notifications When Creating Issues
Bulk Emailing Your Customers with Aspire
How to Set Up Aspire to Email Invoices to Customers
Site Audits
Why Your Company Should Use Site Audits
Setting Up Site Audits in Administration
Performing a Site Audit (Desktop Version)
Performing a Site Audit (Mobile Version)
Creating Issues and Opportunities from a Site Audit
Site Audit Reports to Build in Aspire
Special Topics
How to Setup Contacts on Properties for Property Management Companies and HOA's
