Category: General
NITS Solutions – Wholesale Parts Pro CRM
NITS Solutions Wholesale Parts Pro CRM is designed to help multi-branded dealer groups grow their genuine wholesale parts business and build relationships with wholesale customers. This platform specializes in […]
Continue readingFrequently Asked Questions
Contacts What’s the different between a contact and a follow-up?Contact:A contact refers to any day-to-day interaction between you and your customers such as a phone […]
Continue readingHow do I Create and Manage Alerts?
The purpose of these alerts are to notify other users of any internal updates. Alerts are created within the Admin Module under ‘Alerts’ and can […]
Continue readingHow Do I Identify Customers with a Decrease in Sales?
Sales Analytics > Customer Comparative Sales This screen allows you to compare sales from two different time periods at a customer level. Once you arrive […]
Continue readingHow Do I Add Users To The Platform?
Add Users To add users to the platform, you must have full access to the Admin module. Navigate to the User Management screen and click […]
Continue readingHow Do I Navigate SMART Maps?
SMART Maps – Visual Mapping Tool SMART Maps is a visual mapping tool that allows you to locate all customers and competitors on a map. […]
Continue readingHow Do I Add a Prospect Customer via CRM?
Add Prospect Customers > Add Prospect Customers A Prospect Customer is an account which have not yet purchased from your organization. Add these customers to […]
Continue readingHow Do I Create a CRM Contact?
Add Contacts Contacts > Add New Contact Documenting each customer interaction allows you to manage and track your customer relationships through every step of the […]
Continue readingHow Do I View Detailed Information For a Specific Customer?
Customer Information Pop-up Throughout the platform the I icon will appear within multiple pages- anytime you would like to see detailed customer information, click on […]
Continue reading