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.) […]
How To Add / Amend Email Notifications
To Do This: Within your Main Menu, head to the Admin section and select ‘Manage Settings’. Scroll down to your Email Notifications and enter an email address as required. To amend an email address, simply select the box with an existing email address in and change this to the new email address. Select Update when […]
How To Delete a Contract
To Do This: In the Main Menu, head to the ‘Live Contract’s’ page. Find the Contract you want to delete and select the red dustbin beside it. Make sure you’re happy to go ahead with the deletion. Remember you will loose any associated invoices, purchase orders and jobs cost. This action cannot be undone. Select […]
How To Add or Amend an Estimated Fit Date to a Contract
To Do This: Within your Contract main page, scroll down to the Estimated Fit date and select the calendar icon to enter a date. Press ‘Update’ when entered. This is important as the system won’t automatically save any changes for you. To amend a date, select the calendar icon and pick a new date. Select […]
How To Convert a Lead To a Contract
To Do This: Within your Lead, select ‘Mark as Sold’ in your Pipeline. Confirm the Sale Value – If this needs altering, do this now. A green pop up box will appear at the top of the Lead page. Select the ‘here’ highlighted in blue to create the Contract. Check all the Lead Details have […]
How To Use The Chat Function
To Do This: Within your Contact, Lead or Contract, head to the Activity tab and select the Notes tab. Select ‘+ Add Note’. Type the ‘@’ symbol and a list of users will appear. Select the person you’d like to tag and enter the message or note. Select ‘Add’ to send. Once sent, the chat […]
How To Copy or Delete a Pipeline
To Do This: Select the ‘Copy’ button beside the Pipeline you’d like to copy. Enter the name of the new Pipeline. If you need to change the pipeline you’re copying from, simply re-select this by clicking the drop down menu of Pipelines. Select ‘Add’. Select the ‘Edit’ button if you’d like to amend the pipeline. […]
How To Add a New or Amend an Pipeline
To Do This: In your Main Menu, head to the Admin section and select Manage Lead Pipelines or Manage Contract Pipelines. Select ‘+ Add Pipeline’, to create a new pipeline. Enter the name of your Pipeline. You can copy an existing pipeline and add more statuses to it. Select the pipeline you’d like to copy […]
How To Create a Status
To Do This: Within your Lead or Contract Pipeline, scroll down the to Statuses section and select ‘+ Add Status’. Enter the Name of the Status. Select a Color (this may be a color you associate with the status and will appear in your actual pipeline as background to the text). Select the number of […]
How To Set an Automation to a Progression
To Do This: Head to your Pipeline settings (Admin – Manage Lead / Contract Pipelines) and scroll down to Progressions. Select ‘+ Add Progression’. Select a ‘From Status’ and a ‘To Status’. This is where you’ll want a specific action to happen when moving from one status to another. Select ‘+ Add Action’. If you’d […]
How To Send an Email
To Do This: Within your Lead or Contract, head to the Activity tab and select the Emails tab. Select ‘New Message’. Then, select the email address you’d like to send it to (this should filter through from your Contact’s details). Select the Email Template (you can add these in your Admin settings. Or alternatively, write […]
How To Create a Task
To Do This: Within your Contact, Lead or Contract, head to the Activity tab and select ‘Tasks’. Select ‘+ Add Task’. Enter who the Task is for and when it’s due by. (Remember it won’t appear in your Dashboard until the date you’ve set). Select a Task Template if required. (This is optional) Or, enter […]
