How To Export Enquiry Notes to Excel or PDF
To Do This: Click the edit icon beside the enquiry and head to the Notes tab. Select the Export to Excel button and once opened, enable editing. Sort and filter as required. Head back to the enquiry notes, and select the Export to PDF button. Thank you for watching our how-to video on How To […]
How To Add and Edit a Note on an Enquiry
To Do This: Click the edit button beside the enquiry and scroll down to the Latest Notes box at the bottom of the page. Select the + icon to add a note. Enter as required and select Add. To edit the note, select the pencil icon on the relevant note and edit as required. Remember […]
How To Change the Marketing Preferences of an Enquiry
To Do This: Click the blue edit button on the enquiry. Scroll down to the Marketing box – To delete a preference, select the cross. To enter a preference, select an empty space within the box and pick an option from the menu. To remove all preferences, select the cross in the right-hand side of […]
How To Send an Email to an Enquiry
To Do This: Select the Edit button beside the Enquiry. Scroll down and select the blue email icon beside the enquiry email address. A Compose Email box will pop up – Select the email template you’d like to use or alternatively, scroll down and compose your own. Add any attachments if required and select Send […]
How To Export your Enquiries to Excel or PDF
To Do This: Within your Enquiries tab, select the ‘Export To Excel’ button. Enable Editing. And filter the spreadsheet as required using the ‘Sort and Filter’ option. Head back to your Enquiries page, and select the ‘Export to PDF’ button. Remember exporting to PDF is a much more simplistic view compared to Excel. Thank you […]
How To Archive an Enquiry and Restore an Archived Enquiry
To Do This: Within your Enquiries page – Beside the enquiry, select the blue box icon and Yes to confirm archiving. To restore the archived enquiry, select the blue folder icon and select Yes to confirm. Thank you for watching our how-to video on How To Archive an Enquiry and Restore an Archived Enquiry, for […]
How To Delete an Enquiry
To Do This: In the Main Menu, head to your Enquiries tab. Select Clear All Filters to display all enquiries. Find the enquiry you’d like to delete, (you can always filter these if needed). Select the red dustbin beside the enquiry and select Yes to confirm. Please note, you’ll need the Admin or Super Admin […]
How To Book Multiple Sales and Surveyor Appointments in the Diary
To Do This: Within you Lead or Contract, under the Appointments tab, you’ll find a list of all the appointments booked here. To book another Sales or Surveyor appointment, simply head back to the Lead or Contract Details page. Scroll down to the Sales Person or Surveyor box. Click on the name highlighted in green […]
How To Export a List of Deliveries to Excel or PDF
To Do This: Within your Main Menu, head to the Deliveries tab under Orders. Filter your data down as you want it using the three blue dots and the columns. Once you’ve done this, select the ‘Export To Excel’ button. Enable Editing once the Excel spreadsheet appears and use as required. You can also select […]
How To Book a Survey Appointment (Within a Contract)
To Do This: Within your Contract, scroll down to the Surveyor and select the User. Then select the ‘Book Surveyor Now’ link in red and this will pull through the Surveyor’s diary. Use the arrow to click through the weeks or alternatively, select the calendar icon if you know a specific date. Double click on […]
How To Book a Survey Appointment (Within a Lead)
To Do This: Within your Lead, scroll down to the Surveyor and select the User. Then select the ‘Book Surveyor Now’ link in red and this will pull through the Surveyor’s diary. Use the arrow to click through the weeks or alternatively, select the calendar icon if you know a specific date. Double click on […]
How To Book a Sales Appointment
To do this: Within your Lead, scroll down to the Salesperson and select the User. Then select the ‘Book Demo Now’ link in red and this will pull through the Salespersons diary. Use the arrow to click through the weeks or alternatively, select the calendar icon if you know a specific date. Double click on […]
