GDPR changes
GDPR changes in Contact Online
Harley-Davidson Insurance Link
Make booking from calendar
Book demos and appointments from the calendar
Lexham Insurance Link
Demo given when sale made
Mark a contact as demo given when a sale has been made
Demo given when no sale made
Mark a contact as demo given when no sale has been made
Following up a contact
Follow up somebody that you have spoken to recently
Book a demo
Schedule a demonstration for a recent customer
Schedule a text
Schedule a text to be sent in the future
Contacts Tab Overview
The contacts tab and a brief overview of everything it does
Order Taken, book a PDC and a Delivery
Mark a customer as order taken when you've sold a product to them
Search for contact
Find a contact in the diary
Contact Online Latest Updates
The latest updates to the system
Search function with multiple filters
Target specific types of customers using multiple search filters
Open multiple diaries
View multiple diaries simutaneously
Navigate the diary
Overview of how to get around the diary
Delete a contact to the Recycle Bin
Move contacts to the recycle bin
Catalyst link
Export customer details to Catalyst to avoid double entry of data
Clean up
Clean up your diary, bulk archive overdues
Send an email
Send a single email specific to a customer
Sales Calendar Caravans
Appointments, deliveries, days off in day, week or month view
Add appointment non customer
Book a personal appointment not attached to a contact
Show days off, holidays etc on calendar
Mark a day off, holiday, etc in the diary and on the calendar
Send a text
Send a single text message specific to a customer
Sales Calendar Motorhomes
Appointments, deliveries, days off in day, week or month view
Reassign a contact to another diary
Reassign a contact to another diary
Archive a contact
Archive a contact when no future diary date is required
Send bulk text
Send a text message to multiple contacts
Sales Calendar Motorbikes
Appointments, deliveries, days off in day, week or month view
Add/Remove a Post-It
Find out how to add a note to every day page
Send bulk email
Send bulk email to multiple contacts
Sales Calendar Cars
Appointments, deliveries, days off in day, week or month view
Make 'live' an archived contact
Make 'Live' an archived contact
Add an address
Add an address using postcode look up
Sales Diary Motorbikes
Overview of the motorbike sales diary
Sales Diary Motorhomes
Overview of the motorhome sales diary
Sales Diary Car
Overview of the car sales diary
Sales Diary Caravans
Overview of the caravan sales diary
Use texts to promote your business
Use texts to promote your business
Attachment Uploader
Save pictures or documents for a contact
Database import
Import external contact from your own database
Direct contact import from website to diary
Automatic import of your dealer website leads
Save valuable time with text and email templates
Save valuable time with text and email templates
Service diary
A diary system tailored for after sales
Finance Leads Import
save valuable time by importing your financial leads
Save valuable time with linked documents
Save valuable time with linked documents
Add a safe site
Add Contact Online as a safe site
Change Windows 10 to UK date and language
Change Windows 10 to UK date and language
Overdue Contacts Overview
An explanation of the overdue contacts
Search for Duplicates
Search for an existing customer before creating a new one
Convert to Sales
Convert a previous customer to a new sale
Complete a To Do
Complete a to do to prevent it auto forwarding to tomorrow
Complete a Customer Appointment
Complete an appointment associated with a customer
Complete an Appointment
Complete an appointment that is not assigned to a customer
Complete a Delivery
Action a delivery that has already been completed
Complete a PDC
Follow up a pre delivery call
Complete an ADC
Complete an after delivery call
Add To Do Non Customer
Add something to the to do section
Add a Customer
Add a customer to the diary
Cancel Order
Cancel an order for a customer
Diary Overview
Get an overall feel for the diary layout
Print a general diary page