How To Create and Manage the Schedule Boards
To Do This: In the Main Menu, head to Admin, Manage Schedule and select ‘Manage Boards’. Select ‘+Add Board’ to create a new board. Enter
To Do This: In the Main Menu, head to Admin, Manage Schedule and select ‘Manage Boards’. Select ‘+Add Board’ to create a new board. Enter
To Do This: In the Main Menu, head to the Admin section and select ‘Manage Invoice Types’. Select ‘+ Add New’. Enter the Invoice Type
To Do This: In the Main Menu, head to the Admin section and select ‘Manage Document Types’. You can list as many Document Types as
To Do This: Head to the Main Menu and under the Admin section, select ‘Manage Contract Types’. Select ‘+ Add New’. Enter the name of
To Do This: In your Main Menu, head to the Admin section and select ‘Manage Contact Types’. Select ‘+ Add New’ to create a new
To Do This: In the Main Menu, head to the Admin section and select ‘Manage Users’. Select ‘+ Add Account’. Enter a First Name, Last
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
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
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
To Do This: Within your Lead, select ‘Mark as Sold’ in your Pipeline. Confirm the Sale Value – If this needs altering, do this now.
To Do This: Within your Contact, Lead or Contract, head to the Activity tab and select the Notes tab. Select ‘+ Add Note’. Type the
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
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