How to Add a New APP User
Head to the Main Menu. Click ‘Admin’, ‘Manage Users’. Click ‘+Add Account’. Fill out the fields; First Name, Last Name, Email Address, Roles. Enter the
Installation Company ERP / CRM
Installation Company ERP / CRM
Head to the Main Menu. Click ‘Admin’, ‘Manage Users’. Click ‘+Add Account’. Fill out the fields; First Name, Last Name, Email Address, Roles. Enter the
Visit your browser or click on the Homepage Link we’ve discussed in another video. Log in if necessary. Click the Job Card you would like
Visit your browser or click on the Homepage Link we’ve discussed in another video. Log in if necessary. Click the Job Card you would like
Log on either through your browser or link on your homepage. Sign in if necessary. Click the job card. Click the telephone number in blue.
To add a Document Type you will need to have the Super Admin permission, if you do not have this please ask your manager to
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
Head to the Main Menu. Click on ‘Leads’, ‘Live Leads’, or ‘Contracts’, ‘Live Contracts’ and find the customer you are after. Alternatively type their
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.
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