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Pinewood Technologies PLC
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CRM
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CRM
📝 How do I Transfer a Contact from One Salesperson to Another via their CRM Record?
📝 How do I Create a Selections Report for all Vehicles Purchased within a Certain Date Range?
📝 How do I Create a Selection Report for all Customer Records?
📝 How do I Create a Mask Option?
📝 Merging/Deleting Division Level Introduction Sources
📝 How do I Create Divisional Level Introduction Sources?
📝 How do I Create an Enterprise Level Introduction Source?
📝 How do I Set Up Introduction Sources?
📝How do I Reopen a Customer Concern?
📝 How do I Create a Customer Concern?
📝 How do I Add a Test Drive via CRM?
📝How do I Download a Selection?
📝 How do I Access a Saved Selection?
📝 How do I Save a Selection?
📝 How do I View Customer Map from Saved Selections?
📝 How do I Create a New Selection?
📝 How do I Create an Email Mailshot?
📝 How do I Create a Letter Mailshot?
📝 How do I Process Sales Messages?
📝 How would I update the Aftersales Diary, after making contact with the customer?
📝 How do I search the Aftersales Diary to find specific information?
📝 How do I Update the Contact Diary?
📝 How do I Add a Letter Contact to a Customer?
📝 How do I Create Handover Activities?
📝 How do I create CRM Teams?
📝 How do I Add Equipment and Equipment Reminders to a HGV?
📝 How do I Create a Workshop Campaign?
📝 How do I Create an SMS Mailshot?
🎥 How to amend a Customer's Contact Preferences?
📝 Mailshot Could Not Be Created Message
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