Sales Manager
11 guides
Find customers and contracts
Open Sales Manager and use All Customers to browse customer records and their contracts.
Add or edit a customer
Search for the existing record before adding a customer. One customer can have several contracts.
Archive and restore customers or contracts
Archive records when they are no longer needed in active lists. Archiving retains their identity and linked history.
Create or edit a contract
Create a customer contract, update its site and duration or transfer it to the correct customer.
Add contract contacts, PO details and documents
Open the contract and confirm its customer and number before adding paperwork.
Set contract information and chargeability
Use the information fields for their intended audiences.
Duplicate a contract for similar work
Use Duplicate when new work needs the same site and operational information as an existing contract.
Prepare and edit a Hire Contract
Open the contract and create or open its Hire Contract. Check that the version is editable before changing it.
Send and authorise a Hire Contract
Finish checking the Hire Contract before opening its share or send actions.
Create a new Hire Contract version
A signed or shared Hire Contract can be locked. Use a new version when its contents need amending.
Review Hire Contract attention and booked-day labels
HC Attention finds contracts whose upcoming booked resource days need review. Its scope runs from today up to, but not including, the date 14 days ahead.