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FAQs
PRO CRM
PRO CRM
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?
Pipeline
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 do I change max matrix commissions for suppliers?
How do I add commission overviews?
Input Prices
Why is there no ‘Generate Contract’ option available?
Dashboards
Why are my contracts not showing on the dashboard?
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