Accounts

• Updating An Address
• Note Types in ServiceMonster
• How Do I Make A New Account?
• Accounts Homepage
• Recurring Revenue (estimated monthly value)
• Merging: Accounts & Leads
• Creating Activities
• Account Alerts
• SMS Communication Hub
• Marking an Account "Do Not Contact"
• Attaching Documents to an Activity
• Duplicate Accounts
• Payment Terms
• Active Accounts
• Account Tags
• Account Overview
• Account Details Page
• Creating Billing Statements & Disclaimer
• Change customer’s billing address
• Creating New Contracts