Is there an administrator role where I can go in and view all of the active proposals amongst all sales representatives in Pika?
Is there an administrator role where I can go in and view all of the active proposals amongst all sales representatives in Pika?
Today, a Pika onboarding member can set up a view where an admin can see all jobs (service + sales) in a Service Titan instance. In the very near future, the Pika team is looking to bring functionality to filter down the jobs to jobs involving only sales.
Where can I find an old Pika proposal?
Where can I find an old Pika proposal?
To find a historic pika proposal that might no longer be on your comfort advisors schedule, you can navigate to the new Proposals Tab on the left-hand sidebar. From there you can look up proposals via the customers name. If you still can't find the proposal, please write into us via chat or email us at support@withpika.com.
How do I add templates into Pika?
How do I add templates into Pika?
To add templates into ServicePitch you must be logged into an admin account.
Go to templates
Click Estimates in the upper left corner
Create templates with the usual estimate creation flow (you can see this process in the video below)
Note, hitting Save does not close out the template creation screen. This is intentional, this enables you to create multiple template variations without having to build every template from scratch. Everytime you hit save it will create another template!
How do I add financing plans into Pika?
How do I add financing plans into Pika?
You must be signed into an admin account to add financing plans to Pika.
Go Settings -> financing
Click Create New -> enter the necessary information
Click Save
watch the video below for more a walk through
When editing my estimates on a computer, how do I scroll to edit the estimates furthest to the right?
When editing my estimates on a computer, how do I scroll to edit the estimates furthest to the right?
Hold shift while using your scroll wheel to horizontally scroll.