Search if there's a customer already for that address. To search click on Customers
3
Type the address
4
To double check, search in Sites too. Click on Sites
5
Type the address
6
If not found, that's the time you add them to Simpro. Click on + Customer
7
Type the address to the company field
8
Search the address in the location field
9
If address not found, type address without the number
10
Click on the correct address
11
Add the number of the address
12
Click on Customer Type
13
Click on Lead
14
Click on Contacts to add contacts
m
Google
1 Step
15
Go back to the email and get all the details
t
Simprosuite
23 Steps
16
Go to theftprevention.simprosuite.com
17
Type "david@ecapitalaustralia.com" to search if we have that contact already
18
If no results found, click on CREATE CONTACT
19
Enter First Name, Last Name, Position, Numbers and Email based on the info you got from the email
20
Check Quote
21
Click on Job
22
Check Job
23
Check Invoice
24
Check Statement
25
Drag highlighted element
26
Click on CREATE
27
Click on Settings
28
Click on Customer Profile and select the correct Customer Profile for that customer
29
Click on Commercial Single Site
30
Click on Preferred Notification Method
31
Click on Email
32
Click on SAVE
33
Click on Sites
34
Click on 18 Davis Street Kew
35
Click on Contacts
36
Type the email of the main contact and select to add to Site Contacts
37
Click on SAVE AND FINISH
38
Click on SAVE AND FINISH
Well done!
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