FAQ - Salesperson

How do I create a new Activity?

Navigate to:

Home main page --> My Activities page --> + Create New Activity button

OR

Clients details page --> Activities --> + Create New Activity button

Select the + Create New Activity button, add your activity information, and Save.

How do I create a New Contact?

Navigate to:

Clients main page --> select a specific client --> Contacts --> + New Contact button

A New Contact input will display where new information can be saved.

How do I place an Order?

Navigate to

Clients main page --> select a specific client --> Shop page

OR

Clients main page --> Map view --> eye icon --> Shop button

From the Shop page:

Add items to the cart by selecting the + Add to Cart button.

Once you are finished adding items, select the Cart button.

Review the cart contents, select a payment method and cart options, and select the Submit Order button.

How do I create a New Quote?

Navigate to:

Clients main page --> select specific client --> Shop page --> Cart --> Save as Quote button

OR

Clients details page --> Quotes --> + New Quote button

Select the + New Quote button, and add items to build your client's quote.

How do I log a Visit?

Navigate to:

Clients main page --> Map view --> eye icon --> + Log Visit button

OR

Clients details page --> Sales Details section --> + Log Visit button

How do I create a New Note?

Navigate to:

Clients main page --> Map view --> eye icon --> Create Note button

OR

Clients details page --> Notes page --> + Create New Note button

Select the + Create New Note button, add your new note, and Save.

How do I upload a File?

Navigate to:

Clients main page --> select a specific client --> Files --> Upload File button

Drag and drop or choose a file to upload.

How do I add a Payment Method?

Navigate to:

Clients main page --> select a specific client --> Payment Methods --> + Add Payment Method button

A side panel displays a Create Payment Method input where the new information can be saved.

How do I create an Opportunity?

Navigate to:

Clients main page --> select a specific client --> Opportunities page --> + Create Opportunity button

OR

Opportunities main page --> + Create Opportunity button

A side panel displays a Create Opportunity input where the new information can be saved.