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Pinewood Technologies PLC
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CRM
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CRM
π How do I Restore A Deleted CRM Record?
π How do I Create a Mail Merge Letter?
π How do IΒ Delete an Absence From the Contact Diary?
π How do I Delete Customers from a Saved Selection?
π How do I Clear Overdue Appointments from the Contact Diary?
π How do I Delete an Open Opportunity?
π Selection Not Available in Mailshots
π Unable to select a Decline Reason in the Aftersales Diary
π The Download Button is Not Appearing in Selections
π Add A Country On A CRM Record
π How can I increase my SMS Limit?
π How To Add CRM Document Categories
π How do I Add a New Customer Status Type?
π How do I Create a New Contact Reason?
π How do I Enable Aftersales Diary Contact Plans?
π How To Send An Individual Customer A Text Message
π Print Off A Report Of CSI Ratings
π Trying To Add Contact History But There Is No Contact Reason
π How to Copy Service History from One Vehicle to Another
π How To Set Up CRM Aftersales Diary Contact Plans
π Change Service Interval Miles and Weeks
π How to View What Vehicles are Booked into the Demonstration Diary
π How to Book a Demo Car out to a Customer
π How to Add a Vehicle to the Demonstrator Diary
π How do I add absences within the Contact Diary?
π How To Use Formulas In Selection Downloads
π Activating the Handover Diary
π How To Create A Newer Version Of A Survey To Update The Previous
π Owner, Driver, Keeper Will Not Remove in the Aftersales Diary
π How To Add New AUTOi User For Appraisals
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