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CRM: ERP Record installation

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Recording an installation is the last step of the process before a customer is setup to use our product.

Prior to an installation there are a few steps that must be completed:

  • Control Unit is assigned to customer by a Shop Manager 
  • Book an installation to be installed by a technician
  • Record the installation
  1. CRM module > Installations > search for customer
  2. Click Record
  3. Fill in all fields with relevant information > Save

Note: Customer status must be at 'book installation' stage to perform record installation action.

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