Creating and editing Leads and Quotes, Quote Report, Reporting on Leads and Sales
Overview This article will explain how to configure automated Reminder Dates on Quotes. Configure Reminder Dates Open the Main Menu and scroll down to CONFIGURE. Click Settings. Scroll down to Quote Settings. Input the following settings: Automatic Reminder Period (days) – The number of days from the Quote Date to set the Reminder Date. Read more
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
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
Overview In this article we’ll describe how to add custom text to the Accept Quote web page (when the customer uses the Accept Quote link from the email). Configure the Custom Text Open the Main Menu and scroll down to CONFIGURE. Click Settings. Click Accept Link HTML. Input the text you would like to Read more
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
Overview The products that are displayed in Your Custom System Details on the Quote Proposal document are configurable. Configure the product Open the Main Menu and scroll down to CONFIGURE Click Products Search for the product you want to add to the Your Custom System Details section Under the Product Read more