Highlights:

3:53 - Pro-tip: answering phones

15:02 - Customizing email templates

17:28 - Customizing your online store

18:18 - Customizing your checklist

18:52 - Customizing your lead sources

20:03 - Customizing case table layout

21:21 - Using customer support to request customization

22:10 - Migrating vitals information to another program

24:27 - Is there a way to set up their own preneed?

27:58 - Dropship urn program

28:48 - Customizing location type of where your loved one is at

29:29 - Sending email proposals with attachments

32:13 - Automatically populate client information into a form

38:28 - How to require information prior to payment

44:43 - What is a non-invoice payment?

47:48 - How does billing for drop shipping work?