How To Add an Accounts Reference to a Contact
To do this: Within your Contact, scroll down to the bottom and under ‘Accounts Reference’, enter the reference for the Customer or Supplier from your
To do this: Within your Contact, scroll down to the bottom and under ‘Accounts Reference’, enter the reference for the Customer or Supplier from your
To do this: Head to your Active Contacts in your Main Menu and select ‘+Add Contact’. You may want to double check you don’t already
To do this: Within the Contact, under Permanent Note, add the detail you’d like to permanently leave on the customers contact file. Remember to press
To do this: Mark the Lead as ‘Lost’ in your pipeline. Select the Loss Date (you can always back date this) and the Reason for
To do this: Within your Contract or Lead, head to the Templates tab. Double-clicking on the PDF option will download a PDF copy of the
To do this: Within the Lead or Contract, head to the Images tab and click on the ‘Select Images to Upload’ button. Select the image
To do this: Within the Lead or Contract, head to the Document’s tab. Click the ‘Select Documents to Upload’ button. You can then select the
To do this: Within your Lead or Contract, head to the Activity’s tab and Notes will appear first. Select ‘+ Add Note’ and enter the
To do this: In your Main Menu, head to Admin and select ‘Manage Users’. Click the ‘i’ and this will load a detailed PDF on
To do this: Our website’s Help Centre has an extensive range of knowledge on the system. The Knowledgebase is split into four key areas and
To do this: On the Business Pilot login page, click the ‘Forgot Password?’ link at the bottom of the page. Enter your email address and
To do this: In the Main Menu, scroll down to ‘Admin’ and select ‘Manage Email Templates’. Select ‘+ Add Email Template’. Select your Template Type,
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