paylessadmin – Payless Insulation Database

How To Create a Project

By paylessadmin June 12, 2020 June 12, 2020 0 Uncategorized

This tutorial guides you to create a project. There are a few things to check in order to do so. So follow the instructions. Before you create a project The only way to create a project is through a Contact. If the contact (or caller) does not exist in the system, then you MUST create the contact first. 1) Does […]

There are (2) ways to create a contact in our system: they’re either part of a company / business / contractor or an individual homeowner. Case #1: Contact belongs to a Company First check if the company that the contact belongs to exists in our system. Does the Company exist in our system? When the caller belongs to a company, […]