Know your customers…
- How to import your clients and contacts in Upflow?
- Customer timelines (reminders, notes, payments, etc.)
- Assign customers to a workflow and/or an account manager
- How to assign account managers and collection workflows to customers via CSV?
- How do I include Account Managers in the payment reminder process?
- Contact Management
- Your Upflow contacts
- Contact Custom fields
- Can I leave an account un-assigned?
- How to Exclude Customers from Upflow
- The outstanding amount at the client level does not correspond to the sum of invoices, why?
- Your customer's average payment delay
- Your customers' information and updates