Канал: NizexInc

Finally Getting Somewhere with Sphero Bolt

Finally Getting Somewhere with Sphero Bolt

Is Sphero Bolt Sensor data Useless?

Is Sphero Bolt Sensor data Useless?

Shane Interview on the Lizzy BMS System

Shane Interview on the Lizzy BMS System

Scott interview on Lizzy BMS

Scott interview on Lizzy BMS

Interview with Russell about Lizzy

Interview with Russell about Lizzy

Justin Interview about Lizzy

Justin Interview about Lizzy

Hannah interview on Lizzy

Hannah interview on Lizzy

Andi Interview about Lizzy

Andi Interview about Lizzy

LIZZY OVERVIEW DPAC 032018

LIZZY OVERVIEW DPAC 032018

Managing Your Floorplans

Managing Your Floorplans

Magento 1.0 Setup with Lizzy Webstore

Magento 1.0 Setup with Lizzy Webstore

Webstore File Mapping (part 3)

Webstore File Mapping (part 3)

Webstore File Mapping (part 2)

Webstore File Mapping (part 2)

Webstore File Mapping (part 1)

Webstore File Mapping (part 1)

Internet Order step-by-step

Internet Order step-by-step

How to Process Returns Bin

How to Process Returns Bin

Handling Split Payment Methods in Lizzy

Handling Split Payment Methods in Lizzy

Creating Support Ticket in Lizzy

Creating Support Ticket in Lizzy

Creating Job Template from Existing Job

Creating Job Template from Existing Job

Using a Job Template with Lizzy Service Ticket

Using a Job Template with Lizzy Service Ticket

Creating Job Template in Lizzy

Creating Job Template in Lizzy

How to delete inventory bins in Lizzy

How to delete inventory bins in Lizzy

Overview of Epicor integration with Lizzy

Overview of Epicor integration with Lizzy

How to Use the Lizzy Knowledgebase

How to Use the Lizzy Knowledgebase

Interested Units

Interested Units

Form Emails

Form Emails

Customer Sales Profile

Cold Calling

Cold Calling

Setting up the Pre and Post Call Wizards

Setting up the Pre and Post Call Wizards

Adjustingthe Unit Price to the Customer

Adjustingthe Unit Price to the Customer

Installing Parts on a Major Unit Sale

Installing Parts on a Major Unit Sale

Creating the Internal Work Order

Creating the Internal Work Order

Adding Accessory Items to a Major Unit Sale

Adding Accessory Items to a Major Unit Sale

Using Loyalty Points as Credit Toward Purchases

Using Loyalty Points as Credit Toward Purchases

Signing Up a Customer to Participate in the Loyalty Program

Signing Up a Customer to Participate in the Loyalty Program

Setup Your Item for the Customer Loyalty Program

Setup Your Item for the Customer Loyalty Program

When Can Customers Redeem Loyalty Credits?

When Can Customers Redeem Loyalty Credits?

Defining the Conversion Levels for Your Customer Loyalty Program

Defining the Conversion Levels for Your Customer Loyalty Program

Setting Up the Customer Loyalty Program

Setting Up the Customer Loyalty Program

Reports Overview

Reports Overview

Ordering and Receiving a 6 Pack Of Oil

Ordering and Receiving a 6 Pack Of Oil

Selling A Bottle Of Oil

Selling A Bottle Of Oil

Adding a Price Matrix Level to a Customer

Adding a Price Matrix Level to a Customer

"View In Process" Selection from the Dashboard Control Panel

"View In Process" Selection from the Dashboard Control Panel

Sales Pipeline

Sales Pipeline

Scheduling Activities For Others

Scheduling Activities For Others

Sales Manager's Dashboard

Sales Manager's Dashboard

Sales Prospects vs Sales Opportunities

Sales Prospects vs Sales Opportunities

Sales Opportunities

Sales Opportunities

Sales Progress Levels

Sales Progress Levels

Lead Sources

Lead Sources

Setting Up Email

Setting Up Email

Reviewing Purchase History and A/R

Reviewing Purchase History and A/R

Surveys

Surveys

Email Campaigns

Email Campaigns

Dashboard Control Panel

Dashboard Control Panel

Activities Panel Overview

Activities Panel Overview

Event Alerts And Invites

Event Alerts And Invites

Scheduling A CallBack

Scheduling A CallBack

Viewing Correspondence

Viewing Correspondence

Integration with VOIP

Integration with VOIP

Logging A Call

Logging A Call

Merging Contacts

Merging Contacts

Creating Relationships Between Contacts

Creating Relationships Between Contacts

Contact Record Overview

Contact Record Overview

Adding A New Customer

Adding A New Customer

Adding A New Customer

Adding A New Customer

Locating A Contact

Locating A Contact

Setting Up Your CRM in Lizzy

Setting Up Your CRM in Lizzy

What Is CRM?

What Is CRM?

Working With Slip Rentals in Lizzy

Working With Slip Rentals in Lizzy

Using Loyalty Points

Using Loyalty Points

Assigning a Customer Loyalty Program

Assigning a Customer Loyalty Program

Setting Up the Loyalty Redeemable

Setting Up the Loyalty Redeemable

Setting Up a Customer Loyalty Program

Setting Up a Customer Loyalty Program

Setting Up a Loyalty Item

Setting Up a Loyalty Item

Setting Up the Loyalty Conversion

Setting Up the Loyalty Conversion

How to Print Workorders

How to Print Workorders

How to Pull Items for Service Tickets

How to Pull Items for Service Tickets

How to Enter Pickup and Delivery Options

How to Enter Pickup and Delivery Options

How to Enter a Date Promised

How to Enter a Date Promised

How to Complete a Job

How to Complete a Job

How to Take a Customer Deposit

How to Take a Customer Deposit

Waiting on Approval

Waiting on Approval

Working with Model Numbers

Working with Model Numbers

Working with Rebates

Working with Rebates

How to View Unit History

How to View Unit History

How to Create a Serialized Unit Order

How to Create a Serialized Unit Order

How to Setup Unit Types

How to Setup Unit Types

How to Transfer a Unit

How to Transfer a Unit

Form Setup

Form Setup

How to Manually Add a Unit

How to Manually Add a Unit

How to Create a Work Order

How to Create a Work Order

How to Setup the Finance Defaults

How to Setup the Finance Defaults

How to Change a Unit's Model Information

How to Change a Unit's Model Information

How to Process Received Units

How to Process Received Units

How to Setup Serialized Bin Locations

How to Setup Serialized Bin Locations

How to Refinance a Major Unit

How to Refinance a Major Unit

How to Add a Manufacturer

How to Add a Manufacturer

How to Place a Major Unit Order

How to Place a Major Unit Order

How to Locate a Unit

How to Locate a Unit

How to Modify a Unit

How to Modify a Unit

How to Link Units Together

How to Link Units Together

How to Receive a Unit Purchase Order

How to Receive a Unit Purchase Order

How to Hold Parts

How to Hold Parts

What is Triaging?

What is Triaging?

How to Setup a Warranty Claim

How to Setup a Warranty Claim

How to Track Technician Performance

How to Track Technician Performance

How to Use Job Templates

How to Use Job Templates

How to Order Parts for a Service Ticket

How to Order Parts for a Service Ticket

How to View A Service Ticket's Profitability

How to View A Service Ticket's Profitability

How to Review the Service List

How to Review the Service List

How to Use Scan Tags

How to Use Scan Tags

How to Log a Call From a Completed Service Ticket

How to Log a Call From a Completed Service Ticket

How to Track Internal Labor

How to Track Internal Labor

How to Log a Call from an Open Service Ticket

How to Log a Call from an Open Service Ticket

How to Setup Hours of Operation

How to Setup Hours of Operation

How to Request Items from the Part Department

How to Request Items from the Part Department

How to Manually Create a Service Ticket

How to Manually Create a Service Ticket

How to Post a Warranty Claim

How to Post a Warranty Claim

How to Add a Reference Number to a Unit

How to Add a Reference Number to a Unit

How To Pay Warranties

How To Pay Warranties

How to Create a Warranty Claim

How to Create a Warranty Claim

How to Manually Add a Job to a Service Ticket

How to Manually Add a Job to a Service Ticket

How to Manually Add a Unit to a Service Ticket

How to Manually Add a Unit to a Service Ticket

How to Create a Service Ticket Using a Scan Tag

How to Create a Service Ticket Using a Scan Tag

How to Add a Part to a Job

How to Add a Part to a Job

How to Add a Unit for a Customer

How to Add a Unit for a Customer

How to Add Mileage to a Unit

How to Add Mileage to a Unit

Researching an Item

Researching an Item

How to Schedule Incoming Service Work

How to Schedule Incoming Service Work

How to Setup Technician Classifications

How to Setup Technician Classifications

How to Schedule a Mechanic

How to Schedule a Mechanic

How to Review Special Orders

How to Review Special Orders

How to Set Up Pickup and Delivery Trucks

How to Set Up Pickup and Delivery Trucks

How to Set Up a Technician's Pay Rate

How to Set Up a Technician's Pay Rate

How to Review Customer Units

How to Review Customer Units

How to Set Up Service Pickup and Delivery Rates

How to Set Up Service Pickup and Delivery Rates

How to Set Up Job Templates

How to Set Up Job Templates

How to Locate a Service Ticket

How to Locate a Service Ticket

How to Locate a Customer's Service Ticket

How to Locate a Customer's Service Ticket

How to Set Up a "Free if After" Program

How to Set Up a "Free if After" Program

How to Setup Disclaimers

How to Setup Disclaimers

Dealing with Internal Tickets

Dealing with Internal Tickets

How to Ship Products

How to Ship Products

Working with Tracking Numbers

Working with Tracking Numbers

How to Setup Customer Bins

How to Setup Customer Bins

Working with Purchase Orders

Working with Purchase Orders

How to Review Processed Items

How to Review Processed Items

How to Setup the Webstore Order Interface

How to Setup the Webstore Order Interface

How to Setup a Shipping Vendor

How to Setup a Shipping Vendor

How to Setup Shipping Methods

How to Setup Shipping Methods

How to Pull Instock Items

How to Pull Instock Items

How to Process a RMA

How to Process a RMA

How to Receive a Purchase Order

How to Receive a Purchase Order

How to Setup Shipping Interfaces

How to Setup Shipping Interfaces

How to Process the Returns Bin

How to Process the Returns Bin

How to Process Cancelled Items

How to Process Cancelled Items

How to Process an Invoice

How to Process an Invoice

How to Setup Partial Shipments

How to Setup Partial Shipments

Explaining Package Types

Explaining Package Types

How to Link Packaging Types to Shipping Methods

How to Link Packaging Types to Shipping Methods

How to Import Internet Orders

How to Import Internet Orders

How to Use PartStream

How to Use PartStream

How to Create a Drop Ship Invoice

How to Create a Drop Ship Invoice

Explanation of Customer Bins

Explanation of Customer Bins

How to Create an RMA

How to Create an RMA

How to Force Order an Item

How to Force Order an Item

How to Create Packaging Types

How to Create Packaging Types

How to Create an Internet Invoice

How to Create an Internet Invoice

How to Convert a Purchase Order to a Drop Shipment

How to Convert a Purchase Order to a Drop Shipment

Canceling an Item After it has been Ordered

Canceling an Item After it has been Ordered

How to Cancel Items that are Not Pulled

How to Cancel Items that are Not Pulled

How to Cancel Pulled Items

How to Cancel Pulled Items

How to Add Items to an Invoice

How to Add Items to an Invoice

How to Track Lost Sales

How to Track Lost Sales

How to Setup a General Contact

How to Setup a General Contact

How to Take a Deposit for a Special Order

How to Take a Deposit for a Special Order

How to Review Supersessions

How to Review Supersessions

How to Use a Gift Card

How to Use a Gift Card

How to Review Cross References

How to Review Cross References

How to Sell a Gift Card

How to Sell a Gift Card

How to Give a Discount

How to Give a Discount

How to Process the Returns Bin

How to Process the Returns Bin

How to Sell Special Order Items

How to Sell Special Order Items

How to Use a Gift Card as a Payment Method

How to Use a Gift Card as a Payment Method

How to Create a Gift Card

How to Create a Gift Card

Overview of How to Process the Returns Bin

Overview of How to Process the Returns Bin

How to Locate an Invoice

How to Locate an Invoice

How to Locate a Customer

How to Locate a Customer

The Importance of Cashing Out an Invoice

The Importance of Cashing Out an Invoice

How to Do a Parts Refund

How to Do a Parts Refund

How to Deliver Special Order Items

How to Deliver Special Order Items

How to Create a New Contact

How to Create a New Contact

How to Create a New Invoice

How to Create a New Invoice

How to Check an Item Price

How to Check an Item Price

How to Cash Out an Invoice

How to Cash Out an Invoice

How to Answer Customer Requests

How to Answer Customer Requests

How to Add Countries and States into Lizzy

How to Add Countries and States into Lizzy

How to Add an Item to an Invoice

How to Add an Item to an Invoice