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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
Pipeline
Commissions
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?

Data Imports

1

How do I fix my import errors?

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?

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FAQs
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Customer Management

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?

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