Understanding the Case List Screen
This guide will take an overall view of the case list screen and explain what the different icons mean. Understanding the Case List Screen Click […]
This guide will take an overall view of the case list screen and explain what the different icons mean. Understanding the Case List Screen Click […]
This guide will look at how you can use a shared inbox in Hoowla. Note: You will need to set up shared inboxes on your account […]
This guide will look at the chain view in Hoowla. This feature allows you to manually add workflows to a chain so that progress can be […]
This guide will look at how you can export a list of active clients so that you can import them into your marketing software i.e. Mailchimp […]
This guide will take you through how to import and upload documents into Hoowla. Hoowla automatically inputs data into documents, for example, on a Welcome letter […]
Adding a Document to a Quote Calculator If you would like a document to be included to someone who has requested a quote from your calculator […]
This guide will look at how to link your Hoowla account with Really Moving. Please note: You will need a ReallyMoving account and have access to […]
This guide will look at how you can place a case on hold (abeyance) and also how to remove it from being on hold. When a […]
This quick guide will look at how to remove a case from being on hold. HOW TO REMOVE A CASE FROM BEING ON HOLD Click on […]
This guide will look at how to set up two-factor authentication on your account. What is two-factor authentication? Two-factor authentication means that when you log into […]