Recording
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installation is the last step of the process before a customer is a setup to use our product.
Prior to
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installation, there are a few steps that must be completed:
- Control Unit is assigned to the customer by a Shop
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- Manager
- Book an installation to be installed by a technician
- Record the installation
- CRM module >
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- Applications > search for customer > Products actions
- Click Record installation
- Fill in all fields with relevant information > Save
Note: Customer status must be at the '
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book installation' stage to perform record installation action.
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