How to Duplicate a Quote

Overview In this article we’ll explain how to duplicate a Quote. How to duplicate a Quote Find the Quote you wish to duplicate and click Open. Under Actions click Duplicate Quote. If the Quote you are duplicating has a status of Complete and Successful, a new copy of the quote Read more…

How to Import Leads

Overview In this article we’ll explain how to import leads into the Sales App. How to import leads On the Dashboard click Sales Leads. Click the Import Leads button. Optional: Add default values for the incoming leads (only do this if you are not importing this data). Click Download CSV Read more…

How to Merge Sites

Overview This article will explain how to merge two Sites. Merging Two Sites Open the Site Card for the Site you would like to merge. Click Merge Site. Select the Merge To Site and click OK. The following data will transfer to the other Site: Assets Jobs Quotes Leads You are then asked if you would like to Read more…

How to Merge Customers

Overview This article will explain how to merge two Customers. Merging Two Customers Open the Customer you want to merge into another Customer Card. Click Merge Customer. Select the Merge To Customer and click OK. The following data will transfer to the other Customer: Customer Sites Activity Logs Jobs Quotes Leads Read more…

Invalid Panel Configuration

Overview When designing a system the Invalid panel configuration error occurs when the combination of products used cannot be found in the product Kits list. How to find valid product combinations Open the Main Menu and scroll down to CONFIGURE Click Products Click the Kits button and add a filter on the Panel column Read more…