Adding A New Site, Meter And Contract Manually

Learn how to add a new site, meter and contract to an existing Lead manually.

Review the video together with the steps outlined below, then use the button provided to continue to the next topic.

1. Open your Lead and select ‘Sites’ within the treeview on the left
2. Select ‘Add Site’
3. Add a Site Name (this is a unique code for the site in question).
4. Update the address manually by filling out the boxes or start typing it in the address search box.
5. Once the address is updated, if you don’t have meter details simply click ‘save’ and you’re done.
6. If you do have the meter details, click ‘save & add meter’.
7. If adding a meter, update the utility and other mandatory information including annual Tender consumption.
8. Once the meter details are added, click save.
9. A button at the top of the screen now appears called ‘Quick Add Contract’. If you have the current contract information then click this button.
10. Add the Supplier, end date and rates and then click save.