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Admin

  • How to Add Counties to Territory?
  • How to Auto Add Adders Based on Roof Type?
  • How to Update Project Stages?
  • System Loss- Dynamic Pricing
  • Setup Round Robin for Projects
  • How to Set Up and Manage Perfect Packet
  • How to Enable Auto Trigger for Auto Stage Processing of Projects?
  • How to Set an Auto Trigger to Convert a Proposal to a Project After a Contract is Signed?
  • How does the Ambassador Program Work for a Customer?
  • How to Add Custom Loan Companies to Your Database?
  • How to Activate Permission for the Ambassador Program?
  • How to Use Verify with Recheck in SubcontractorHub
  • How to add email IDs for Credit Fail Check?
  • Adjust Roles and Permissions
  • How to Adjust Lead Page Layouts
  • CRM Integrations
  • How to Navigate SubcontractorHub’s Database
  • How to Add New Users?
  • How to Set Escalation Values for Your Proposals?
  • Setup Round Robin for Leads
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  • Admin
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