How To Add a New or Amend an Pipeline
To Do This: In your Main Menu, head to the Admin section and select Manage Lead Pipelines or Manage Contract Pipelines. Select ‘+ Add Pipeline’,
To Do This: In your Main Menu, head to the Admin section and select Manage Lead Pipelines or Manage Contract Pipelines. Select ‘+ Add Pipeline’,
To Do This: Within your Lead or Contract Pipeline, scroll down the to Statuses section and select ‘+ Add Status’. Enter the Name of the
To Do This: Head to your Pipeline settings (Admin – Manage Lead / Contract Pipelines) and scroll down to Progressions. Select ‘+ Add Progression’. Select
To Do This: Within your Lead or Contract, head to the Activity tab and select the Emails tab. Select ‘New Message’. Then, select the email
To Do This: Within your Contact, Lead or Contract, head to the Activity tab and select ‘Tasks’. Select ‘+ Add Task’. Enter who the Task
To Do This: At the top of your page, type the word or number and select the blue search icon on the right to initiate
To Do This: In the Main Menu, select ‘Manage Pipelines and either ‘Contract’ or ‘Lead’ pipelines. Select ‘Edit’ on your Pipeline and select the ‘Edit’
To Do This: Select the Person icon on the right hand-side of the screen and select ‘Manage Settings’. Under the Preferences, select Yes or No
To Do This: Within your Contract or Lead, head to the Documents tab and click the ‘Select Documents to Upload’ button. Select the Documents using
To Do This: Beside your Purchase Oder, select the Word icon (besides the edit button). The Word Document will download in the bar at the
To Do This: Beside your Service request, select the PDF document icon in blue. A Service Call Work Document will download and use placeholder’s to
To Do This: Select the edit icon beside the Service Call. Scroll down and enter a Resolution For Call. Select whether the customer has signed
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