Using Customer Tags

During this webinar series, our Propello experts will train you on several ways you can begin to better utilize your Propello system to be more efficient!

This training session provides you with an overview of using customer tags. You will be able to learn more about:

• How to populate customer tags, individually and by import
• How you can use customer tags to help you
• The customer table doesn’t have a filter for ______ (charge allowed, statement delivery method, etc. )
• I want to view my customers’ Aging breakdowns in a table view
• I want to update a field on a group of customers. Finance charge, balance method, PO Required, etc.
• Some of my customers want a statement every week
• I want to group all of my customers that had sales over $X,000 last year so I can see them in a table view