How To Reassign Lead Sources & Lead Sub-Sources
To Do This: In the Main Menu, head to Admin and select ‘Manage Lead Sources’. Click the white arrow and select the new Lead Source you’d like to assign using the dropdown list. Select ‘Reassign’ once complete. Please also note that if you transfer the Leads at Source Level this will not include the Lead […]
How To Reallocate Open Tasks
To Do This: In the Main Menu, head to Admin and Manage Users. Select the user you would like to remove tasks from by clicking edit beside their name. Select the ‘Actions’ drop down at the bottom of the page and then ‘Reassign All Open Tasks’. Select the user you’d like to assign the tasks […]
How To Contact Support
To Do This: Within your dashboard, select the question mark in the top right-hand side of the screen and ‘Contact Live Support’. Enter your name, company name, email address and a message with the issue. Please enter as much detail as possible so we can resolve the issue as quickly as possible. Screenshots and images […]
How To Manage Service Call Route of Issues
To Do This: Head to the main menu, select ‘Admin’ and then ‘Manage Service Call Route of Issues’. Select ‘+ Add New’ and enter the Route of Issue. Select ‘Update’ to save. If you head to the Service Call area and select ‘+ Add Service Call’. Enter the details as normal. You will notice […]
How To Make A Direct Call From A Contact Or Lead Page
To Do This: Within your Contact page, scroll down to a number and select the phone icon. A Pop-Up box will appear on the right-hand side of the screen. Select ‘Pick an app’ to select the programme you’d like to make the call from. In MS Windows, this could be Skype etc., or it can […]
How To Use the Write Off Function
To Do This: If you have an outstanding amount you need to clear, the Write Off function is best used to clear this. Within your Contract under the Invoices tab, select ‘+ Add Invoice’. Select ‘Write Off’ as the Invoice Type and enter a raised invoice date. Select whether you’d like to create the invoice […]
How To Add a Sold Value (Net)
To Do This: Within your Lead page, scroll down to the ‘Sold Value (Net)’ and enter a value. Select ‘Update’. If you mark the Lead as ‘Mark as Sold’, you will be asked to confirm the Sold Value (Net). If you’re happy, select ‘Confirm’. Thank you for watching our how-to video on How To Add […]
How To Add the Quoted Value (Net)
To Do This: Within your main Lead page, scroll down to the ‘Quoted Value (Net)’ box and enter a value. Enter a ‘Discount Applied’ if necessary and select ‘Update’. We always suggest progressing your pipeline to the ‘Quoted’ status. Thank you for watching our how-to video on How To Add a Quoted Value (Net), for […]
How To Raise a Credit Against an Invoice or an Account
To Do This: Within your Contract, head to the Invoices tab. Select ‘+ Add Invoice’ and select ‘Credit’ as your Invoice Type. Select an ‘Invoice to Credit’ in the dropdown (please note if you leave this blank it will credit the account rather than a specific invoice). Select a Raised Invoice Date. Select whether you’d […]
How To Manage Teams
To Do This: Within your Main Menu, head to the Admin section and select ‘Manage Teams’. Select ‘+ Add New’ and Enter the name of the team. Select the Team Type, if you do not have the type available you will need to add this in ‘Manage Team Types’. Select whether you’d like the team […]
How To Manage Product Types
To Do This: In the Main Menu, head to the Admin Section and select ‘Manage Product Types’. Select ‘+ Add New’ and enter the Product Type name. Select a background colour and text colour and select ‘Update’. To edit a product type, select the blue edit button beside it. Remember to select ‘Update’ if any […]
How To Manage Product Interests
To Do This: In the Main Menu, head to the Admin section and select ‘Manage Product Interests’. Select ‘+ Add New’ and enter the name of the product interest and it’s a web form name, used for the enquiry form on your website (these are usually the same). Select a background colour (this will appear […]
