Installation Company ERP / CRM


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’.

Did This Answer Your Question?

If not, try searching for another article below…

See what Joe thinks about Business Pilot

Request a Call Back

  • Hidden
  • Hidden
  • This field is for validation purposes and should be left unchanged.