Booking a job:
Right click on this link and open in new tab - https://keysportal.co.uk/login
- Create order, at top right hand side
- Select category of job
- Select campaign as per CRM record (Dr Locksmith/Stickers/KEYS247)
- Add customer name and telephone n# (number should be one we can contact them on right now)
- Add postcode, confirm full address when it populates
- If job is for within the hour, mark status as OPEN
- If job is for after the hour, mark status as SCHEDULED and schedule on calendar
- Update description box with the following text amending red text as applicable:
Front door lock replacement. Quoted £xx as a start price + lock + additional labour. Householder is not self isolating.
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Click on create order on bottom right hand side