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How to Create Text Message Templates
Save time and energy by saving and reusing common text messages to your SnapDesk account via templates.
How to Create, Edit and Manage Customers
Learn how to create, edit and manage customers in easy ways that improve daily business operations. Say goodbye to paper notepads and hello to a digital rolodex
How to Upload, Manage and Track Customer Documents
Learn how to create, save and update customer documents dynamically. Stop losing important documents and start being consistent with your every day workflows
How to Create, Assign and Edit Tasks
Learn how to manage company tasks from the SnapDesk app. Learn how to assign tasks to employees, set reminders for customer actions and manage team productivity from anywhere
How to Create, Manage and Update Customer Groups
Learn how to segment your customers into actionable groups that improve your daily business operations no matter the industry.
How to Get Started with SnapDesk
Preview the set up process in case you have any questions or concerns about what the SnapDesk set-up entails.
Learn About SnapDesk Notifications
Learn how SnapDesk in-app notifications keep users informed. Learn how to manager new messages, task assignment and much more by learning more about notifications
How to Create and Send a Text Message
Learn how to text your customers and clients by using the SnapDesk App