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Part 2: Building Your Database

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Written by Ronsy


Ready for Part 2 of the Onboarding Guide: Building Your Database? This section will help you set up your customers, contacts and service locations in mHelpDesk and learn how how to add and manage your leads. 


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Building Your Database 

  • Customers, Contacts & Service Locations 

  • Lead Management 


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Customers, Contacts & Service Locations (2:44)

Start setting up all your customer information in your account and learn how to easily add new customers. 

Additional Resources


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Lead Management (4:39) 

Next learn how to add your leads and then manage them in mHelpDesk. 

Additional Resources


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Ready to move onto Part 3: Creating Estimates and Jobs? Click the button below or pick your next lesson here.
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