How to Change the Install Address
Firstly, click on the main menu, Lead, then ‘Live Leads’. Alternatively, type in the lead number you are looking for in the search bar. (If you have only entered the customer as a contact you will have to proceed to setting this customer as a lead or save the install address in the permanent notes […]
How to Print a Lead Sheet
To print a lead sheet, you will have to visit the customers lead page, can do this by clicking on the main menu and clicking Leads, ‘Live Leads’ On top right-hand side corner there’s a button ‘Print Lead Sheet’, click here to load the document. This opens the lead sheet as a PDF, you can […]
How to Run a Banking Report to Excel
(To access these reports, you will need the correct permissions on your account. If you cannot see Reports in the menu you will have to speak to your manager to amend the permissions on your account.) Click the Main Menu. Click ‘Reports’. To run a ‘Banking Report’ please find this towards the middle, left-hand side […]
How to Search a Customer Using a Phone Number
You can search for a customer in various ways, depending where they are in the process you can search in either of these tabs Contacts, ‘Active Contacts’. Leads, ‘Live Leads’ or Contracts, ‘Live Contracts’. Once you visit the relevant page, you find each column followed by three vertical dots. Click the dots on the phone […]
How to Run a Balance Outstanding Report to Excel
(To access these reports, you will need the correct permissions on your account. If you cannot see Reports in the menu you will have to speak to your manager to amend the permissions on your account) Head to the Main Menu. Click ‘Reports’. To run a Balance Outstanding Report please find this near the top, […]
How to Upload a Quote
Firstly, click on the menu and click on Leads, ‘Live Leads’, find the customer you are after. Alternatively type their Lead number in the search bar at the top of the page. If you have a follow up set for today, you can click the edit icon on your dashboard. Once the lead page loads, […]
How to Raise an Addition to Contract
To raise an addition to contract invoice, you will need to save this invoice type in Admin first (there’s another video for this) Click on the menu and head to Contracts, ‘Live Contracts’. Find the customer you are looking to raise the invoice for, click the edit button to the right-hand side to open their […]
How to Move an Appointment in the Lead Page
Firstly, click on the menu and click on ‘Live Leads’, alternatively type in the lead number you are looking for in the search bar at the top of the page. Load the lead page for the customer, look on the right-hand side to see where the appointment is currently and click where it says ‘Booked […]
How to Change Marketing Preferences
To change the marketing preferences of a contact, lead or contract you will need to visit the contact page, you can do this by clicking on the main menu and clicking contacts, ‘Active Contacts’. Alternatively, if you are currently in a lead/contract page in the top right-hand side corner you will have their name hyperlinked […]
How to Find a Customer Using Their Postcode
In the search bar at the top of the page, begin typing the customers postcode in. Suggestions will appear you may have a few matches, if so, please click on the name of the customer you are after. This will open the page you are looking for. Images will show on the left-hand side detailing […]
How to Run a Sales Report to Excel
Click the main menu and click ‘Reports’. (To access these reports, you will need the correct permissions on your account. If you cannot see Reports in the menu you will have to speak to your manager to amend the permissions on your account) To run a Sales Report please find this near the middle, left-hand […]
How to Run a Balance Outstanding Report to PDF
(To access these reports, you will need the correct permissions on your account. If you cannot see Reports in the menu you will have to speak to your manager to amend the permissions on your account) Head to the Main Menu. Click ‘Reports’. To run a Balance Outstanding Report please find this near the top, […]
