Knowledgebase

To Do This: Within the Contact page, head to the Activity’s tab and select Notes. Select ‘Export to Excel’. Select ‘Enable Editing’ if you’d like

To Do This: Within your Lead or Contract, head to the Documents tab. Select the blue edit button beside the document. Make any relevant changes

To Do This: In the Main Menu, head to Admin and Manage Users. Select the user you would like to remove tasks from by clicking

To Do This: Within your Contact page, scroll down to a number and select the phone icon. A Pop-Up box will appear on the right-hand

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: 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 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 your Main Menu, head to the Admin section and select ‘Manage Sales Area’. Select ‘+ Add New’ and enter the name