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 […]
How To Manage Nominal Codes
To Do This: In the Main Menu, head to the Admin section and select ‘Manage Nominal Codes’. Select ‘+ Add New’. Enter the Code and the name of the Nominal. Each Purchase related cost should be assigned to ‘For Suppliers’, one of the ‘Cost’ columns and marked as ‘Active’. Any Sales/Income-related codes should relate to […]
How To Manage Lead Sources
To Do This: In your Main Menu, head to Admin and ‘Manage Lead Sources’. Select ‘+ Add New’ to add a Lead Source. Enter the name and web form name (this is what will appear on your website) and whether you’d like it so show on the web form. Select ‘Update’ once complete. To edit […]
How To Manage Lead Sub Sources
To Do This: In the Main Menu, head to the Admin section and select ‘Manage Lead Sub Sources’. Select ‘+ Add New’ and enter the name of the sub source. Select the Lead Source in the drop down menu to link the sub source. If the Lead Source isn’t there, you can add this under […]
How To Manage Targets
To Do This: In the Main Menu, head to the Admin section and select ‘Manage Targets’. Select ‘+ Add Monthly Targets’. Select the calendar icon to choose the month you’d like to set the targets for. Under ‘Lead Sub Source Targets’ enter your individual monthly targets You don’t need to enter a target under every […]
How To Manage Sales Area
To Do This: In your Main Menu, head to the Admin section and select ‘Manage Sales Area’. Select ‘+ Add New’ and enter the name of the Sales Area. Select ‘Update’ once complete. To edit a Sales Area, select the blue ‘Edit’ button beside. Remember to select ‘Update’ to save any changes made. To delete […]
How To Create and Manage the Schedule Boards
To Do This: In the Main Menu, head to Admin, Manage Schedule and select ‘Manage Boards’. Select ‘+Add Board’ to create a new board. Enter a Name for the board. To select the teams, simply click on the Teams box and select one from the drop down. In order to add more than one team, […]
How To Manage Invoice Types
To Do This: In the Main Menu, head to the Admin section and select ‘Manage Invoice Types’. Select ‘+ Add New’. Enter the Invoice Type Name and a Default Invoice / Paid Text – This will appear on the invoice you send to customers. Select whether the Invoice Type will be a Credit. And press […]
How To Manage Document Types
To Do This: In the Main Menu, head to the Admin section and select ‘Manage Document Types’. You can list as many Document Types as you need. These will be listed in alphabetical order. Select ‘+ Add New’ to add a new Document Type and enter the name of the Document Type in the box. […]
How To Manage Contract Types
To Do This: Head to the Main Menu and under the Admin section, select ‘Manage Contract Types’. Select ‘+ Add New’. Enter the name of the Contract Type and the Code (This is an abbreviation). Select whether you’d like to display this code as a prefix or suffix. (Please note if this is ticked, the […]
How To Manage Contact Types
To Do This: In your Main Menu, head to the Admin section and select ‘Manage Contact Types’. Select ‘+ Add New’ to create a new contact type. Please note Customer, Lead, Prospect and Supplier and compulsory contact types. Enter the Contact name and select ‘Update’. To edit a contact type, simply select the edit button […]
How To Add a New User
To Do This: In the Main Menu, head to the Admin section and select ‘Manage Users’. Select ‘+ Add Account’. Enter a First Name, Last Name and Email Address. Select the Roles you’d like to assign to the user. (A detailed How To video about roles can be found in our Knowledgebase / YouTube Channel.) […]
