How To Use the Write Off Function
To Do This: If you have an outstanding amount you need to clear, the Write Off function is best used to clear this. Within your
To Do This: If you have an outstanding amount you need to clear, the Write Off function is best used to clear this. Within your
To Do This: Within your Lead page, scroll down to the ‘Sold Value (Net)’ and enter a value. Select ‘Update’. If you mark the Lead
To Do This: Within your main Lead page, scroll down to the ‘Quoted Value (Net)’ box and enter a value. Enter a ‘Discount Applied’ if
To Do This: Within your Contract, head to the Invoices tab. Select ‘+ Add Invoice’ and select ‘Credit’ as your Invoice Type. Select an ‘Invoice
To Do This: Within your Main Menu, head to the Admin section and select ‘Manage Teams’. Select ‘+ Add New’ and Enter the name of
To Do This: In the Main Menu, head to the Admin Section and select ‘Manage Product Types’. Select ‘+ Add New’ and enter the Product
To Do This: In the Main Menu, head to the Admin section and select ‘Manage Product Interests’. Select ‘+ Add New’ and enter the name
To Do This: In the Main Menu, head to the Admin section and select ‘Manage Nominal Codes’. Select ‘+ Add New’. Enter the Code and
To Do This: In your Main Menu, head to Admin and ‘Manage Lead Sources’. Select ‘+ Add New’ to add a Lead Source. Enter the
To Do This: In the Main Menu, head to the Admin section and select ‘Manage Lead Sub Sources’. Select ‘+ Add New’ and enter the
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 Do This: In your Main Menu, head to the Admin section and select ‘Manage Sales Area’. Select ‘+ Add New’ and enter the name
© Business Pilot (CRM) Ltd
