Installation Company ERP / CRM


How To Manage Sales Area

To Do This:

  1. In your Main Menu, head to the Admin section and select ‘Manage Sales Area’.
  2. Select ‘+ Add New’ and enter the name of the Sales Area.
  3. Select ‘Update’ once complete.
  4. To edit a Sales Area, select the blue ‘Edit’ button beside. Remember to select ‘Update’ to save any changes made.
  5. To delete a Sales Area, select the red ‘Delete’ button. Select ‘Yes’ to confirm deletion.
  6. Remember, if you have any Leads or Contracts associated to a Sales Area, the system will not allow you to remove it.

Thank you for watching our how-to video on How To Manage Sales Area, for more information and access to our free trial please visit our website https://businesspilot.co.uk

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