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FAQs
PRO CRM
PRO CRM
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
I have updated the consumption value in my meter, why have my tenders not updated with this value too?
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 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 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?
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