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Adding New Sites
You can add new sites to existing companies within the Clik Remote CRM.
Navigate to the ‘CRM’ from the side menu and select the company or create a new one first.
Select the ‘Sites & Equipment’ tab to see the existing sites. Then click ‘Add Site’.
You will then be able to add the address details and provide a description to identify the site.
You will also be able to specify if it is a main address or invoice address using the tick boxes.
Click ‘Save’ when the details have been completed.
The new site will then be saved to the company in the CRM.
You will also have the option to create new sites when adding company details to a job, quote, invoice and more.
