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Last Updated: 03/15/2024
in Setup Home Waste Profiles Pathway: Accounts > Account (screen) This article details how to add a waste profile to a site and link it to a charge code for an active service. Waste profiles are added in two ways: From the Photos, Attachments, Blanket Purchase O...
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Last Updated: 03/06/2024
in Accounts Home Account Menu Pathway: Accounts (Search) > Account > Account Menu > Lead Add a lead to a prospect account to effectively manage and followup on future sales opportunities. Leads added here are shared with many of the CRM tools available in the Sales m...
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Pathway: Reports > Standard > AR > Payment Reversals and Refunds The Payment Reversal and Refunds report summarizes accounts within a division that experienced payment reversals or refunds during a specified time frame. It also provides sp...
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Last Updated: 02/12/2025
in Setup Home Account Pathway: Setup > Account > New Account Template New Account Template Setup is used to help streamline the "Add Account" process with pre-configured field selections. This feature reduces the amount of manual entry, ensuring that the acco...
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Last Updated: 09/29/2024
in Accounts Home Account Menu
Pathway: Accounts > Account Menu > Cancellation Request The Cancellation Request screen is used to initiate the cancellation process for an account; however, cancellations must be applied directly to the active service, separate from the...
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When a system user in Navusoft closes a request, the status on the Customer Request History screen in the customer portal is updated to show "Closed." Previously, it displayed as "Closed - Not Chargeable." Pathway: Customer Portal ...
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Last Updated: 03/19/2024
in Sales Home Pipelines Pathway: Sales > Pipelines > Opportunities The Pipeline Opportunities tool serves as a means to monitor and oversee prospects who have received a proposal and estimate the potential revenue these prospects could generate. Unlike quotes, proposa...
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Pathway: Operations > Disposal Activity The Activity tab of the Disposal Activity screen provides a summary of historical target usage for each disposal location. Filtering and field options displayed along the top of the screen provide ...
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Last Updated: 06/23/2023
in Sales Home Exception Analysis Pathway: Sales > Exception Analysis The Exception Analysis screen is used for internal sales purposes to review accounts that have had repeated service exceptions and identify if a new service, or change in service, should be offered. ...
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Pathway: Home Screen; Navu Requests Icon The Navu Requests tool provides a way for users to communicate issues and requests to Navusoft. There are two types of Navu Requests users: General users and Administrative users. General users ca...