Sarah Swinney

CRM users that have administrator role permissions have the ability to view and restore deleted opportunities. Opportunities are restored through the Search screen. In the top right corner is the D...

From the Search screen you can choose to download your query as a CSV file. You can simply enter a date range for your search and then tap Download CSV in the upper right corner. Name and save the ...

Use the CRM search screen to find or create opportunities based on a customer search. What information is shown on the Search Customers screen? A. Opportunities listed will have a colored icon nex...

Use the CRM Search screen to quickly search for and filter opportunities. What information is shown on the Search Opportunities screen? A. Opportunities listed will have a colored icon next to the...

The CRM search screen allows you to quickly search customers or opportunities and filter the results.  A. Switch between searching opportunities or customers B. View deleted opportunities C. Choos...

The CRM calendar shows appointments and tasks for all user roles within the CRM app. This screen can be viewed by month, week, day, or user schedule. The filter at the top can be used to add or hid...

When you need to append an additional quote to an existing order use the Append to Order button when viewing a quote. Note: the quote cannot be in Edit mode, or this option will not appear. How To:...

While viewing a Pick Up order you can add an image or attach a PDF. You can optionally add a description to the attachment that will be displayed below the thumbnail.  Tip: Any attachments made fr...

The Point of Sale screen allows you to create a pick up order, search existing orders to view or edit the ticket, create a pick up document, and accept payment. A. Search by customer type and name...

The Dashboard screen is made up of four information blocks: Activity, Notifications, Tasks, and Appointments. Upcoming Appointments All upcoming appointments related to opportunities assigned to...