Atlas Knowledge Base
Dashboard
Coverpage

Coverpage

Coverpage


Account Generation

Section Overview

Use the programs in Account Generation to market and install alarm systems. Account Generation programs allow you to make sales, track sales leads, maintain contact information for leads, manage service call scheduling, track inventory, order materials, receive purchased materials, and create and manage work orders.

Topic List

This section includes the following topics:

Branch Inventory

Event Log

Inventory Close

Marketing and Marketing Basics

Purchasing

Referral Log

Referrals

Scheduling

Telemarketing Queue

Work Orders



Was this helpful?