How To Use The Search Bar
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: 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: Within the Lead, select the ‘Move/Copy Lead’ button and select ‘Copy Lead’. Select Yes or No on whether you’d like to Copy
To Do This: Within your Lead page, select the ‘Move/Copy Lead’ button and select ‘Move Lead’. Select the New Owner- You can start typing the
To Do This: Within your Contact, head to the Leads tab and select ‘+ Add Lead’. Add an Install Address if required. The system will
To Do This: Click the edit icon beside the enquiry and head to the Notes tab. Select the Export to Excel button and once opened,
To Do This: Click the edit button beside the enquiry and scroll down to the Latest Notes box at the bottom of the page. Select
To Do This: Click the blue edit button on the enquiry. Scroll down to the Marketing box – To delete a preference, select the cross.
To Do This: Select the Edit button beside the Enquiry. Scroll down and select the blue email icon beside the enquiry email address. A Compose
To Do This: Within your Enquiries tab, select the ‘Export To Excel’ button. Enable Editing. And filter the spreadsheet as required using the ‘Sort and
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