Instructional videos for the Solahart Sales App
Overview This video describes the remaining 8 selection lists to be reviewed. Selection lists included in this video are: PROPERTYDETAILS PROPERTYTYPE QUAL ROLES ROOFTYPE SEASONUSAGEPATTERN SUPPLIER TASKCAT
Overview This video works through the first 11 selection lists and highlights those lists that require editing. Selection lists included in this video are: BRAND CONFIG CURRENTHOTWATER CUSTTYPE ELECTUSAGEPATTERN ENERGYDISRTIBUTOR JOBTYPE NONWORKDAYUSAGE OPHRUSAGEPATTERN PHASES POWER
Overview This video shows you how to edit the system settings withing the Solahart Sales App for your dealership.
Overview This video will show you how to add tasks to the sales scheduler and the admin scheduler.
Overview In this video you will learn how to customise the Lead List. You will also learn how to use the Search and Filter functions to find specific leads. And finally, you will learn how to schedule and reschedule a sales appointment for a Lead. You will also see that Read more…
Overview This video will show you how to create a New Sales Lead. You will also learn about the different statuses a lead can have and how they change.
Overview This video will explain how to use the migrated customer history data in the new sales app system by using the transfer customer function.
Overview This video will explain all of the quote actions including how to print and email the quote, change the status of the quote, view the activity log and more.
Overview This video will show the different ways to find an open your sales quotes. You will also see how to customise the quote list and how to record activities for a quote.