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Installation Company ERP / CRM

Knowledgebase

How to Authorise a Customer to Receive a Customer Review

  1. Head to the Main Menu.
  2. Click ‘Contacts’.
  3. Click the pencil icon for the Contact you wish to edit.
  4. Find the ‘Customer Review’ field and click the box to toggle to ‘Yes’
  5. When finished, click ‘Save’.

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