LITE CRM
Team And User Setup
3 Topics
Creating A New Team
Adding A New User
User Types
Managing Existing Users
4 Topics
Editing a User
Resetting A User Password
Making Users Inactive
Re-activating A Locked Account
Supplier Management
1 Topic
Adding A New Supplier
Importing Data
1 Topic
Combined
Updating Data
5 Topics
Customers/Leads
Contacts
Sites
Meters
Contracts
Lead Management
5 Topics
Creating A New Lead
Managing Your Leads
Generating, Sending And Storing A Letter Of Authority
Using The Lead Search
Bulk Assigning Leads
Site, Meter And Contract Management
3 Topics
Adding A New Site And Meter Using Our Meter Lookups
Adding A New Site, Meter And Contract Manually
Updating Meter Usage Information
Contact Management
2 Topics
Adding A New Contact
Editing Contact Details
Generating And Managing Matrix Pricing
4 Topics
Generating Matrix Pricing
Navigating And Using Input Prices
Generating Contracts / Verbal Scripts
Accepting A Quote
Pipeline searching and navigation
2 Topics
Understanding the Pipeline
Updating A Registration Status
Setting Up Your Customer
2 Topics
Creating A New Customer
Using The Customer Search
Customer Snapshot
1 Topic
Useful Tools For Quickly Viewing And Gathering Customer Information.
Dashboards
1 Topic
Sales
Exporting Data
2 Topics
Overview Of Different Exports
How To Run An Export
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Setting Up Your Customer
LITE CRM
Setting Up Your
Customer
Lesson Eleven
Lesson:
Setting up your customer
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Creating A New Customer
Using The Customer Search
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