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Client
The Clients section allows you to manage your company's past, current, and future clients. Via the left menu > Clients When you arrive on the page, you'll find a list of all the clients registered in the FolloSOFT application. For each of them, ...
Broadcast
This function allows you to send a communication in batches to your contacts by targeting them with specific criteria. If no criteria are chosen, you will target all contracts. Here are some examples of broadcasts: Deliver the proposal to potential ...
Create & Assign Services
How to create & assign a service
Create & Assign Routes
Create routes & assign a contract to that route
Create a new user
How to create a portal (web) and tablet (mobile) user.