How to Run a Sales Invoice Report to PDF
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 Invoice Report please find in the middle of […]
How to Upload a Signed Contract
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 Run a Sales Report to PDF
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 Make a Second Appointment
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 Run an Orders on Hand 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 and click ‘Reports’. To run an Orders on Hand Report please find this near the […]
How to Create a Contact from a Web Page Enquiry
Once the enquiry is posted on your website this will show up in your enquiries page at the top of the main menu. Click on the edit button to bring up their details, press the button ‘Convery to Contact’. Check to see if they have been set up previously by pressing –select–, if no matches […]
How to Run a Banking 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.) Click the Main Menu. Click ‘Reports’. To run a Banking Report please find this towards the middle, left-hand side […]
How to Create a Contact
Head to the Main Menu. Click ‘Contact’, then ‘New Contact’. Choose the Contact Type. Fill out the relevant fields with the Customers details, ‘Salutation, First Name, Last Name, Company Name if this is relevant, you can leave this field empty if the customer is a resident only. Main number is required and add their email […]
