Take a look below at our quick 10-minute demo to get a good base knowledge on LITE CRM’s core features.
It might seem daunting at first but we’ve designed LITE CRM to be as simple to use as possible. Under it’s lite exterior you’ll find some complex features combined with handy Supplier submission tools. Once you’re ready, there’s a bigger brother of features waiting in PRO CRM.
LITE CRM : Step By Step
Now you’ve seen the basics, let us take you through a step-by-step video course on how it can all be done. It might seem daunting at first but we’ve designed LITE CRM to be as simple to use as possible.
01: Team And User Setup
Creating A New Team, Adding A New User, User Types.
02: Managing Existing Users
Editing a User, Resetting A User Password, Making Users Inactive, Re-activating A Locked Account.
03: Supplier Management
Adding A New Supplier.
04: Importing Data
Combined import.
05: Updating Data
Customers/Leads, Contacts, Sites, Meters, Contracts.
06: Lead Management
Creating A New Lead, Managing Your Leads, Generating, Sending And Storing A Letter of Authority, Using The Lead Search, Bulk Assigning Leads.
07: Site, Meter And Contract Management
Adding A New Site And Meter Using Our Meter Lookups, Adding A New Site, Meter And Contract Manually, Updating Meter Usage Information.
08: Contact Management
Adding A New Contact, Editing Contact Details.
09: Generating And Managing Matrix Pricing
Generating Matrix Pricing, Navigating And Using Input Prices, Generating Contracts / Verbal Scripts, Accepting A Quote.
10: Pipeline searching and navigation
Understanding the Pipeline, Updating A Registration Status.
11: Setting Up Your Customer
Creating A New Customer, Using The Customer Search.
12: Customer Snapshot
Useful Tools For Quickly Viewing And Gathering Customer Information.
13: Dashboards
Sales Dashboard.
14: Exporting Data
Overview Of Different Exports, How To Run An Export.
Can’t find what you’re looking for?
We also have an ever-increasing FAQ section for more targeted answers to any UtilityClick questions that you might have. Alternatively, why not contact your account manager to set up a course of dedicated bespoke training?