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Leads & Quotes
Creating and editing Leads and Quotes, Quote Report, Reporting on Leads and Sales
- Configure products to show in "Your Custom System Details"
- How to add Custom Text to the Accept Quote page
- How to change the Not Proceeding Date on a Quote
- How to change the Sale Date on an Accepted Quote
- How to Configure Automated Quote Reminder Dates
- How to Duplicate a Quote
- How to Import Leads
- How to Merge Customers
Servicing & Invoicing
Creating and editing Service Jobs and Tax Invoices
Sales App Videos
Instructional videos for the Solahart Sales App
- Video: An explanation of the Sales Quote Actions
- Video: How to access and open Sales Quotes
- Video: How to add tasks to the Sales or Admin Scheduler
- Video: How to configure Selection Lists Part 1
- Video: How to configure System Settings
- Video: How to create a new Sales Lead manually
- Video: How to schedule a Sales Appointment from a Lead
- Video: How to transfer Customers from another database
Configuration
Admin & Configuration of the system
- Add a Required Document to Service Admin Requirements
- Adding an Image to an Email Template
- CRM Configuration Setup
- How to add Custom Text to the Accept Quote page
- How to Configure Automated Quote Reminder Dates
- How to configure CRM Selection Lists
- How to Configure Email Templates
- How to Configure Sales KPI's
Changelogs
Application Changelogs
Inventory
Inventory Management