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,
Installation Company ERP / CRM
Installation Company ERP / CRM
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,
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
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 Do This: Select the Edit button beside the Enquiry. Scroll down and select the blue email icon beside the enquiry email address. A Compose
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
To Do This: Within your Enquiries page – Beside the enquiry, select the blue box icon and Yes to confirm archiving. To restore the archived
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 do this: Our website’s Help Centre has an extensive range of knowledge on the system. The Knowledgebase is split into four key areas and
To do this: In the Main Menu, scroll down to your Admin Section. Select ‘Manage Settings’. Enter your Company name in the ‘From Name’ box
To do this: Click on the user icon on the right-hand side of the screen, click Manage Settings in the users account. Type your full
This process will guide you through integrating the Business Pilot web forms with your website. To start us off go to your web browser and
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