Overview Focus 2 includes a feature that allows administrators to require a sidemark on new quotes, sales, or both. When enabled, this feature ensures that every quote or sale includes a meaningful identifier entered by the user. Administrators can ...
How to schedule an appointment on the Customer page This guide provides a step-by-step process for scheduling an appointment on the Customer page. Navigate and login to Solatech Focus 2.0 to begin. Click "Customers" Click the Customer you want to ...
Add Tags to a Customer Record This guide provides process for adding tags to customer records, enhancing organization and personalization in customer management. By following the steps, users can efficiently categorize clients based on interests or ...