Related Articles
Deleting Templates
Campus allows you to remove any template you have created provided that the template is not being used as the default document. To remove a template, simply navigate to the template management section, locate the template, then click the trashcan ...
Deleting A Color Option
In the event of a color is permanently discontinued, while it is discouraged to delete anything, it might be warranted to delete the color from the Compass system. Bring the mouse cursor over the Settings link on the Navigation Bar. A pop-up menu ...
I deleted a customer, but they keep reappearing!
Compass automatically creates customers for you in several scenarios, which may include: New text messages New web leads Missed phone calls Behind the scenes, Compass periodically 'scans' for any texts/web leads/etc which don't exist in Compass, and ...
Electronic Document Signing
Compass supports electronic document signing at various points in the customer journey. The system supports e-signing templates which can include having your customer e-sign, check boxes, fill in information, etc. Good uses of this signing include: - ...
Working a Lead
How to Work New e-Leads in Compass Visitors to your website, landing pages, and other online Marketing have the opportunity to fill in a Lead Form to request further information from their local Miracle Method. Lead forms ask for name, email address, ...