Morgan McNaboe

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Activity overview

Latest activity by Morgan McNaboe
  • Morgan McNaboe commented,

    HI Anthony,  You can set up alerts for tasks by going into the Admin Section under the 'Company Info' tab. Set the "Send Email Reminders (for things like tasks)?" To 'Yes'. Make sure ever...

  • Morgan McNaboe commented,

    Hi Anthony, We will work on putting more 'Lost Bid' reasons into the system, including the ones you have mentioned. If there are any other reasons that you think may be useful to include, please le...

  • Morgan McNaboe commented,

    See - https://thunderbolt.zendesk.com/hc/en-us/community/posts/115006434567-Adding-Customer-Names

  • Morgan McNaboe commented,

    Hi Anthony,    You can add this customer the same way you can add a contact within a bid. Here is the link to the question with instructions. The only difference is, you will press the blue plus bu...

  • Morgan McNaboe commented,

    Hi Anthony,    We have recently added this feature in the program. You will be able to add a contact for the customer in the 'bid' or 'schedule' view by clicking 'Edit' in the bid, then the small b...

  • Morgan McNaboe created an article,

    Dashboard

    This page will show you how to navigate the Dashboard view on Thunderbolt Pipeline!   The Dashboard The Dashboard gives you great a overview of important current data in your company. This video w...

  • Morgan McNaboe created an article,

    Workforce

    Here, we will get an in depth look at how to navigate the Dashboard View, and how to use the Workforce Planner in Thunderbolt Pipeline. We will also go over a few examples to explain the Workforce ...

  • Morgan McNaboe created an article,

    CRM Functionality

    Here, we will explore how to setup important starting pages in your new Thunderbolt Pipeline account!   Home Page  Each time you login to our system, you will be brought to the Home Page. This page...

  • Morgan McNaboe created an article,

    Company Setup

    Company Setup Videos    Here, you will learn how to get your information properly integrated with Thunderbolt Pipeline to ensure the best results for your company!     Login Enter your company in...