Skip to main content

Sign in

Pinewood Technologies PLC
Quick Answers
CRM

Search

🎥How to set up a Contact Plan Survey

Jake

Updated 26 July 2024 15:06

The below video details how to set up a contact plan survey.

Related articles

🎥 HTML Emails
📝How do I set up Franchise Parts for my department?
📝 Adding Additional Payment Types to Payment Methods
📝 How do I add contact history to a Customer Record?
📝 How do I edit a HTML email template?

Articles in this section

📝 The email address entered may be invalid error message
📝 I've created a New Letter but this is not updated in the Aftersales Contact Plan
📝 How to run a selection to return Account Codes associated to a Customer record?
📝 Users are able to search for Customer Records from Branches they do not have access to - Why is this?
When I click 'Start Contacts' in the Aftersales Diary, there are no contacts to process?
📝 How do I search for Additional Names of customers?
📝 How to change the Department on a CRM Record?
🎥 How to amend the Vehicle Health Check format?
🎥 How to set up the Demonstration Diary in CRM?
🎥 How to Add an Additional Name to a CRM Record?

See all 143 articles

© 2024 All rights reserved. by Pinewood Technologies PLC