FAQ's

How do I create an CSV File of my Contacts
To export information from your Web Portal > CRM > Reports > Contacts and add your Filters using the +Filters Button.  Once you have the Filter...
Tue, 26 Jul, 2022 at 4:59 AM
How do I add a Document to a Contact?
Documents can be added to a contact using the Web Portal, CRM > Contacts > Select the contact that you would like to add the Document to > Scroll d...
Fri, 22 Jul, 2022 at 1:52 PM
Can I view a Document that has been added to the Contact using the App?
Yes, you can use the App to view documents that have been added to a Contact.  On the App home screen, select Contacts > select the Contact with the ...
Tue, 26 Jul, 2022 at 5:02 AM
How do I add a Photo to a Contact?
You can add a Photo to a Customer using the Web Portal, CRM > Contacts > select the contact you would like to add the Photo to scroll down to the Acti...
Wed, 20 Jul, 2022 at 12:32 AM
What is the difference between Leads and Contacts?
A lead represents an individual of interest to your qualification and selling efforts. Contacts are non-volatile, longstanding representations of individual...
Fri, 15 Jul, 2022 at 9:08 AM
Does a new Lead also create a New Contact?
Yes, creating a new Lead also creates a New Contact.
Wed, 13 Jul, 2022 at 2:40 PM
What are Customers and Suppliers?
Customers are individuals or businesses that purchase the goods or services produced by a business. Suppliers are persons or organizations that provide some...
Wed, 13 Jul, 2022 at 2:41 PM
How do I Upload existing Contact Databases?
To upload existing contact databases, Web Portal, Contacts > + Import where you will find two examples of how the csv file format needs to be structured....
Wed, 20 Jul, 2022 at 3:19 PM
How do I search for a contact?
The CRM Contacts is actually user friendly, you don't have to type the full name find the contact.  You can use client's details such as email...
Fri, 15 Jul, 2022 at 4:18 PM
How do I manage my Real Estate, Strata and Commercial Clients?
The CRM can handle one Billing Profile that has multiple people and also multiple locations.  Further help with Multiple Locations on a billing contact,...
Wed, 20 Jul, 2022 at 3:04 PM