How to add an installation address to a lead or contract [Video]

In this training video, you can learn how to add an installation or fitting address to a lead or contract. This also includes contract information for this address.

In Brief

  • Open a relevant Lead and click the + button next to Installation Address

  • Fill in the installation address details, including name, address, telephone number and email address

  • To change the installation address of a contract, within a Contract open the Fitting tab

  • Click the + button next to Fitting Name and Address and fill in the details

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