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Pinewood Technologies PLC
Quick Answers
CRM
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CRM
📝 How To Amend Service History
📝 How To Filter By Trade Or Retail Customers In Selections
📝 CRM Selection Searches For A Specific Divisions, Branches Or Departments
📝 How Service Interval Defaults are Applied
📝 How to View all CRM Amendments in One Report
📝 How to Amend MOT Due Date
📝 How to Create a Used Vehicle Quote Against a Customer CRM Record
📝 How to Create a New Vehicle Quote Against a Customer CRM Record
📝 How to Add an Additional Field to a CRM Record
📝 Aftersales Diary Contacts Not Removing From The Diary After Processing
📝 What is the Internal Vehicle Creation Line?
📝 Can You Resend a Survey?
📝 Can You Set A Default Future Contact Time?
📝 Duplicate CRM Records Not Flagging As Duplicates In Deduplication
📝 Adding a new Equipment Type(s)
📝 Unable To Amend or Delete Contract Maintenance For Vehicle
📝 Future Contact is too Far in the Future
📝 Can't Amend or Add Vehicle Reminder Dates
📝 How To Amend a Vehicle's Service Date
📝 Remove Future Contact Access Level
📝 How to do a Partial Search in Customer/Vehicle Enquiry
📝 How Do I Detach A Vehicle From A Customer
📝 Adding A Deposit To An Invoiced Vehicle
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