How to Search Contacts, Leads and Contracts by First Line of Address
To do this in the Contact area: Head to the main menu, and select ‘Active Contacts’ under the Contacts tab. Select any of the three dots. Then select Columns and Address Line 1 – To come off the columns tab, click anywhere at the top of the screen. Select the three dots on the […]
How to Restrict Sales Representatives to View Only Their Leads
Step by step instructions: Head to the main menu. Click ‘Admin’. Click ‘Manage Users’ Select the user you wish to restrict. Toggle ”Yes | No’ beside ‘View Only Own Sales’. Press ‘Save’. The Sales Representative will be restricted to see only their leads, we ask you to notify the team member if this will be […]
How to Edit a Contact
Head to the Main Menu. Click ‘Contact’, then ‘Active Contacts’ Click the edit (pencil icon) button beside the Contact you would like to amend. Amend fields as necessary. Press ‘Save’.
How to use Covid-19 Risk Assessment Feature
FREE UPDATE: During a Covid-19 Installer webinar run by Business Pilot, it became clear that despite demand returning from customers, installers were still concerned about getting back into people’s homes and not falling foul of the current Covid-19 guidelines. Immediately after the webinar, We met to discuss the possibility of adding a Covid-19 Risk Assessment […]
How to Change Marketing Preferences in the Contact Page
Head to the Main Menu. Click ‘Contacts’. Click the pencil icon for the Contact you wish to edit. Find the ‘Marketing’ field and click Email, Phone and/or Post if these have been authorised by the Contact. When finished, click ‘Save’.
How to Authorise a Customer to Receive a Customer Review
Head to the Main Menu. Click ‘Contacts’. Click the pencil icon for the Contact you wish to edit. Find the ‘Customer Review’ field and click the box to toggle to ‘Yes’ When finished, click ‘Save’.
How to Create a GDPR Compliant Mailing List from your Enquiries
Head to the Main Menu. Click Enquiries. Clear all filters. Click ‘Export to Excel’. Once the Excel sheet opens press ‘Enable editing’ in the yellow banner at the top of the page. Scroll to column ‘O’ with the heading ‘Marketing’. Click ‘Sort & Filter’ in the top, right-hand side of the screen. Select ‘Filter’. Click […]
How to Export your Enquiries to Excel
Head to the Main Menu. Click Enquiries. Click ‘Clear All Filters’ in the red banner at the top of the page. Click ‘Export to Excel’ in the top, left-hand side of the page.
How to Export your Enquiries to PDF
Head to the Main Menu. Click Enquiries. Click ‘Clear All Filters’ in the red banner at the top of the page. Click ‘Export to PDF’ in the top, left-hand side of the page.
How to Use the Filters in the Enquiry Page
Head to the Main Menu. Click Enquiries. Click the filter icon besides the heading you wish to filter Type in a key word in the empty filed beneath ‘Contains’, or change this to ‘Does not Contain’ if you would like to show all results beside those including the key word. Press filter. If you export […]
How to Edit an Enquiry
Head to the Main Menu. Click Enquiries. Click the pencil icon for the Enquiry you wish to edit. Amend the fields you wish to change or add to. When finished, click ‘Save’.
How to Convert an Enquiry to a Contact
Head to the Main Menu. Click Enquiries. Click the pencil icon for the Enquiry you wish to convert. Click the ‘Convert to Contact’ button at the bottom right-hand side of the screen. You can look through the Contacts with similar details on the drop down menu. If there are no matches, click ‘Create Contact’. Fill […]
