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Sales and Customers

Everything from the first enquiry to a signed job: the sales pipeline, customers and contacts, site visits, quotes, approvals, the bidding estimator, price lists, insurance certificates and service contracts.

52 lessons · 54 min
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  1. 1Sales and Customers: overviewOverview2 min
  2. 2Sales overview: a tourPage tour2 min
  3. 3How to create an opportunityHow-to51 sec
  4. 4How to create a quoteHow-to57 sec
  5. 5How to add lines to a quote and what are the line typesHow-to66 sec
  6. 6How to start a quote from a proposal templateHow-to58 sec
  7. 7Pipeline: a tourPage tour78 sec
  8. 8How to use the pipeline board, filters and exportHow-to56 sec
  9. 9How to mark an opportunity as lost, and what are the lost reasonsHow-to49 sec
  10. 10How do website leads reach the pipelineHow-to61 sec
  11. 11Customers: a tourPage tour78 sec
  12. 12How to stop a customer from receiving certain types of messagesHow-to55 sec
  13. 13How to add a card or bank account for a customerHow-to54 sec
  14. 14How to add a new customerHow-toComing soon
  15. 15How to find a customer, filter the list or export itHow-to62 sec
  16. 16How to edit a customer, and where can I see what was changedHow-to49 sec
  17. 17How to put a customer on credit holdHow-to57 sec
  18. 18How to release a credit holdHow-to50 sec
  19. 19How to set a customer to receive documents in SpanishHow-to54 sec
  20. 20How to choose which automatic messages a customer receivesHow-to53 sec
  21. 21Site visits: a tourPage tour74 sec
  22. 22Quotes: a tourPage tour77 sec
  23. 23How does information flow between modules so I do not type it twiceHow-to63 sec
  24. 24How to send a quote to the customerHow-to49 sec
  25. 25Why can't I edit a quote, and how do I change one that was already sentHow-to53 sec
  26. 26How to record that a customer accepted a quote (e-signature)How-to55 sec
  27. 27How to mark a quote as declinedHow-to49 sec
  28. 28How to convert an accepted quote into a job and rental agreementHow-to49 sec
  29. 29How to find quotes, filter the list or export itHow-to54 sec
  30. 30How to create or update a quote from a designHow-to56 sec
  31. 31How does a job get created from a quoteHow-toComing soon
  32. 32Approvals: a tourPage tourComing soon
  33. 33How to approve or reject a discount on a quoteHow-toComing soon
  34. 34Contacts: a tourPage tour74 sec
  35. 35How to add a contact to a customerHow-to67 sec
  36. 36My tasks: a tourPage tour81 sec
  37. 37How to log a call or note, add a follow-up task or attach a file on a customerHow-toComing soon
  38. 38How to add and complete follow-up tasks on My tasksHow-to56 sec
  39. 39Price lists: a tourPage tour77 sec
  40. 40How are prices chosen in a quote, and what are price listsHow-to58 sec
  41. 41How to create a price list and set item pricesHow-toComing soon
  42. 42Insurance certificates: a tourPage tourComing soon
  43. 43How to record a customer insurance certificate (COI)How-to53 sec
  44. 44Service contracts: a tourPage tour81 sec
  45. 45Reviews & follow-ups: a tourPage tour72 sec
  46. 46Marketing: a tourPage tourComing soon
  47. 47Scheduled social posts: a tourPage tourComing soon
  48. 48How to record a tax-exemption certificate for a customerHow-toComing soon
  49. 49How to schedule a site visitHow-to55 sec
  50. 50How to create a service planHow-to69 sec
  51. 51How does the crew mark a visit Done or SkippedHow-to54 sec
  52. 52Why is a visit missing from the routeHow-toComing soon