To access your sales list, hover your mouse over 'REP SALES' from the main menu and click on 'Sales Snapshot' (NOTE: This may be named something different or be located in a different place depending on your instance's customization. If you are having trouble locating your installations list, please contact a supervisor or FastGem Support). 

 

 

From your Sales page, you can click on the customer's/lead's name to view their record, click directly on their phone number to call them, change their status if necessary, review what packages the customer is signed up for, add a note to the customer/lead record for the quality control department, chat with the technician assigned to each work order, review the customer/lead action logs, and add photos. 

 

For further questions relating to your Sales list view in FastGem, please utilize the help categories or contact FastGem support at (504) 383-0602 or by email at This email address is being protected from spambots. You need JavaScript enabled to view it.

Thank you for using FastGem!