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Tip-Sheets General | SDR Processes | NSI Processes | ERS Process | NZQA Process |
These are short, step-by-step how guides, each covering a particular subject. We will be continually adding new tip sheets on an ongoing basis. If there are any topics you would like to see in a tip sheet, or have any ideas for improving our existing tip sheets, please email your suggestions to helpdesk@meta-office.com. We would love to hear from you.
| TIP-SHEET | DESCRIPTION | DOWNLOAD/VIEW |
| Adding Prospects, Contacts & Transactions | How to add Prospects, Contacts and Transactions | Tip Sheet 45 |
| Setting Contact and Transaction Lookup Values | How to set Contact and Transaction Lookup values | Tip Sheet 46 |
| Prospect Communication - Emailing | How to simplify communicating with multiple prospects | Tip Sheet 47 |
| Reporting on Prospects | How to report on Prospects | Tip Sheet 48 |
| Prospect Communication - Standard Letters | How to create standard letters (Prospect Communication) | Tip Sheet 49 |