SOP-V-2000 How to Look Up a Client in IS
How to Look Up a Client in IS Procedure / Policy Overview Accurately search a client in InfusionSoft. Policy - Searching Clients in IS * Use InfusionSoft to look up clients to: Send an invoice Look at IS client notes Check emails being sent Create a quote for a client in IS Enter…
SOP-2017 View if a Client is Receiving, Viewing, and Opening their NAC Emails in IS
View if a Client is Receiving, Viewing, and Opening their NAC Emails in IS Standard Operating Procedure Department: NAC SOP ID: SOP-V-2017 Date: 2/3/2021 Sign Off: JG Procedure / Policy Overview How to accurately rese…
