Knowledgebase

Category: Sales

How to Add a Surveyor

Head to the Main Menu. Click ‘Contact’, then ‘New Contact’. Choose the Contact Type ‘Surveyor’. Fill out the relevant fields with the Surveyors details, ‘Salutation,

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How to Add a Customer

Head to the Main Menu. Click ‘Contact’, then ‘New Contact’. Choose the Contact Type ‘Customer’. Fill out the relevant fields with the Customers details, ‘Salutation,

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How to Add a Prospect

Head to the Main Menu. Click ‘Contact’, then ‘New Contact’. Choose the Contact Type ‘Prospect’. Fill out the relevant fields with the Customers details, ‘Salutation,

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