PRO CRM 21 How often are commission forecasts updated? How does Matrix Pricing work? Why can I still see inactive users within dropdowns? Can I get Half Hourly data into my system automatically? Customer Management What is the Contract Signatory box for? How do I bulk change Lead/Account Managers? How do I change a customer to a lead? Meters/Supplies Why does the system say my meter already exists? Activities Can I change the owner of an activity? Pipeline Do you support flex contracts? Why can I only see a limited amount of leads/customers? Why is my date in the USA format? What’s the difference between Live dates and Contract dates? Commissions How often are commission forecasts updated? How do I change max matrix commissions for suppliers? How do I add commission overviews? Leads How do I bulk assign lead generators and/or account managers? Input Prices Why is there no ‘Generate Contract’ option available? Dashboards Why are my contracts not showing on the dashboard? Admin Why is the referral partner not showing as expected in my reports? Procurement Can I send multi-sites to EDF?
Customer Portal 4 Why does it say that my consumer user already exists? How do I re-activate a user in the Customer Portal? Why can’t I see certain activities on the customer portal? Why does it say my user has been de-activated?
