Can I sync leads from my Angi Leads and Homeadvisor account?

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• How I can create an expense account ?

  Creating an Expense account, also referred to as an Expense Category, varies depending if you are integrated with an accounting system such as QuickBooks or not. If you are integrated with an accounting system, the Expense account must be created ...

• What is the difference between the Leads in the Directory and the Leads module?

  Leads in the Directory and the Leads in the module are one and the same. The only difference if at all is in how the Leads are displayed. In the Leads module, you can see it differently. If you add a Lead to the Directory, it will also show in the ...

• What is the Bank/Credit Account used for?

  The Bank/Credit Account field used within the Expense module allows you to track which card was used to make the purchase; saving you time later when you reconcile your records. If you are connected to an accounting system such as QuickBooks, the ...

• Can I send Leads to my CRM or email system using Zapier?

  Yes, the leads sent to the CRM can be sent to CF using Zapier integrations. To set it up, you can go to Settings and Integrations and click on Zapier to get started.

• Set Default Income/Expense Account

  You can assign a specificincome account for products and services. To do so: Click the Gear icon, then choose Products and services. Select Edit just beside the product or service or click New. Scroll down and under Income Account drop-down, select ...