How to Add a Follow Up in the Contact Page
Head to the Main Menu. Click ‘Contacts’. Click the pencil icon for the Contact you wish to set a follow-up for. On the left-hand side
Installation Company ERP / CRM
Installation Company ERP / CRM
Head to the Main Menu. Click ‘Contacts’. Click the pencil icon for the Contact you wish to set a follow-up for. On the left-hand side
Head to the Main Menu. Click ‘Contact’, then ‘New Contact’. Choose the Contact Type ‘Supplier’. Fill out the relevant fields with the Customers details, ‘Salutation,
Find the Contact/ Lead or Contract you are looking to send the attachment to. Click on their email within their ‘Contact Info’ Select template, or
Find the Contact/ Lead or Contract you are looking to send the attachment to. Click on their email within their ‘Contact Info’ Select template, or
Firstly find the Contract the Purchase Order is associated to. Click the ‘Purchase Orders’ tab. Press the email icon on the right-hand side. Choose Template
Firstly, click on the menu and click on MI, ‘Overall Direction Visual Dashboard’. To change the report date, change the date in the top right-hand
Firstly find the Contract the invoice is associated to. Click the ‘Invoices’ tab. Press the email icon on the right-hand side of the line number.
Firstly, click on the menu and click on MI, ‘People & Showrooms Dashboard’. To change the report date, change the dates in the top right-hand
Firstly, click on the menu and click on MI, ‘Sales Dashboard’. To change the report date, change the dates in the top right-hand side corner.
Head to the main menu, Contracts, ‘Live Contracts’. Find the Contract you are looking for and press edit. Click Invoices on the banner at the
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