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Pinewood Technologies PLC
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CRM
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CRM
📝 How Do I Send Multiple SMS Messages?
📝 How do I Update a Customer Complaint?
🎥 How Do I Create a Customer Report?
📝 How do I Associate A Customer To Another CRM Record?
📝 How do I Update the Contact Diary?
📝 How do I change the MOT date of a Vehicle?
📝 How do I Link a Customer to a Sales Ledger Master Account?
📝 How to Amend a Letter?
🎥How to Create a New Vehicle Offer from a CRM Record
🎥How to set up a Contact Plan Survey
📝 How do I add contact history to a Customer Record?
📝 How do I transfer Contacts between Salespeople?
📝 Which customer from the Owner Driver Keeper link is contacted?
🎥 How do I Create CRM teams?
📝 How do I Associate a Customer to another CRM Record
📝 What does the ‘Display Allowable Contact Methods’ do?
🎥 Breaking Customer and Vehicle Link
📝 How do I edit a HTML email template?
📝How do I turn on/off Vehicle Registrations in the Aftersales Diary?
🎥 How to Add Contact Reasons
🎥 How to Add Additional Customer Fields
🎥 Download Button Not Appearing in Selections
📝 Stock+ videos not being sent
📝Booking confirmations, VHC emails and invoicing emails are not going through using the HTML templates that I have set up.
📝How do I Delete a Customer CRM record?
📝 How do I Create a Selections Report for all Vehicles that have a MOT Expiry Date within a Certain Date Range?
📝 How do I Create a Selections Report for all Customers who own more than one Vehicle?
📝 How Can I Amend a Company Name in CRM that has Outstanding Deposits?
📝 How do I create a Selections Report for all Vehicles that have a Last Service date within a certain date range?
📝 How do I Create a Selections Report for all Customers who were last contacted before a certain date?
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