How To Archive an Enquiry and Restore an Archived Enquiry
To Do This: Within your Enquiries page – Beside the enquiry, select the blue box icon and Yes to confirm archiving. To restore the archived
To Do This: Within your Enquiries page – Beside the enquiry, select the blue box icon and Yes to confirm archiving. To restore the archived
To Do This: In the Main Menu, head to your Enquiries tab. Select Clear All Filters to display all enquiries. Find the enquiry you’d like
To Do This: Within you Lead or Contract, under the Appointments tab, you’ll find a list of all the appointments booked here. To book another
To Do This: Within your Lead, scroll down to the Surveyor and select the User. Then select the ‘Book Surveyor Now’ link in red and
To do this: Within your Lead, scroll down to the Salesperson and select the User. Then select the ‘Book Demo Now’ link in red and
To do this: Add an appointment as normal. Scroll down to the bottom of the appointment box and select the Provisional tick box. Select Save
To do this: To move an appointment simply drag and drop the appointment to the new time and date. To reschedule, you can either drag
To do this: Double-click on the time and date you’d like to add the entry. Enter a title for the appointment and edit the date
To do this: In your Main Menu, head to the Diary. Depending on how you’d like to view – Filter the User you’d like to
To do this: In your Main Menu, head to your Contacts tab and select ‘Active Contacts’. Select the ‘Export To Excel’ option if you wish
To do this: In your Main Menu, head to the Contacts tab and select ‘+ New Contact’. Select your Contact Type – A customer will
To do this: Within your Contact, scroll to the bottom of the page and select ‘Archive’. Press ‘Archive’ again to confirm. To see your Archived
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