Leads – Utiliversity

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LITE CRM

10

Why can I still see inactive users within dropdowns?
Where can I see which pricing file versions are currently available?
Can I request bespoke developent to my LITE CRM system?
Why can I not see all menus as shown in Utiliversity?
Why can I not see the Admin area?
Can I use Lite CRM to issue Bespoke tenders?
Can I add water meters to Lite CRM?
My import has failed – what do I do?
Why can I not see the Meter Lookup tool?
Can I make bulk changes to my data?

PRO CRM

22

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 can’t I see the usual tender tools?
- 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?

BILL VAL

6

What does “Not Found” mean under my Meter Number?
Can I migrate my historic validation records across to UtilityClick?
Can I share Bill Val info via the Customer Portal?
Why is the ‘Add Bill’ option not displaying in the Go menu?
Which supplier bill formats can I parse?
Why does the status of my batch say ‘Error’?

Data Imports

1

How do I fix my import errors?

Customer Portal

5

Why can I not see all modules in my Customer Portal?
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?

MHHS

7

Have Meter Lookups changed to accommodate MHHS?
How are “top lines” managed?
Does this affect matrix pricing?
What about DUoS Tariff ID?
How do I upgrade a meter from NHH to HH?
Who should I speak to for MHHS details?
MHHS Summary

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How do I bulk assign lead generators and/or account managers?

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