Video: How to Release a Customer Visit

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  Learn how to mark a customer lost in Votenza. This applies to Manager and Executive Roles. Download PDF attachment found below for instructions.

• Video: How to Enter a Customer into Votenza

  Learn how to Enter a Customer into Votenza. This applies to All Roles.  

• How to Add a Customer to Today's Log

  Learn how to Add a Customer to Today's log. This applies to All Roles. ​ Download PDF attachment found below for instructions.

• How to Update Your Market Scan login

  Learn how to update your Market Scan Login credentials from your employee profile. This applies to Manager and Executive Roles. Download PDF attachment found below for instructions.

• How to Push to DMS

  Sending a customer from Votenza to your DMS will create a Deal in your DMS. The deal number will be sent back to Votenza and will display in the customer record. This applies to Manager and Executive Roles. Click the PDF found below for instructions.