Packages

Setting up your Modules in the Services Area

Video notes: See how to work with modules: Understand the differences between active and inactive modules – How to turn modules off and on. Understand the differences between a module and a bidding style – Some modules have multiple bidding styles. Learn how to change a module name. Setup a module bidding style: Step 1 […]

Automate Your Up-sells For Every New Proposal

Is this video learn how to: 1. Up-sell your favorite products and services every time you give a new bid. 2. Add videos that explain the products/services that you are upselling

Step 1 of setting up a service module

Start at Settings > Services to access your active & inactive modules. Find the  module you would like to edit. It may be active or inactive, but by clicking on the name of the module next to the green “+” button, you will enter the edit mode of the module. Step 1: Nickname and description: […]

Warning: Changing the meaning of a Leadsource, Service Area, or Service Factor

In this video you will learn the hazards of changing the meaning of a leadsource, service area, or service factor. You can change what it says, but you definitely don’t want to change what it means! In this video you will learn the hazards of changing the meaning of a leadsource, service area, or service factor. […]