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Knowledgebase

How to Add a Surveyor

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  1. Head to the Main Menu.
  2. Click ‘Contact’, then ‘New Contact’.
  3. Choose the Contact Type ‘Surveyor’.
  4. Fill out the relevant fields with the Surveyors details, ‘Salutation, First Name, Last Name. We suggest leaving the Company Name blank on this occasion. Main number is required and add their email address in, the label can be used to show this is their work email, home, Mr or Mrs etc.
  5. Marketing fields show which points of contact they have opted in for, select those applicable.
    The customer review box can be marked as yes if you are happy for the customer to be send a review later on.
  6. Type in the postcode of the address they are registered to, install addresses are added in the lead page after this stage (there is another video for this)
  7. Leave accounts reference, this can be added when the contract has been set up.
  8. Add any permanent notes in the box to the right, important information like preferred contact times, access restrictions can benefit from being added here.
  9. Only set a follow up in this page if you would like to follow up using the contact page, if you are converting this contact to a lead please leave this clear and enter the follow up on the lead page.
  10. Press save if you want to save this as a contact or continue if you would like to move on to the lead set-up.

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