Services Not Used

The Services Not Used table is a tool to help with upselling. Based on the entity type of a client, DataGrows will indicate which services you could still be offering to this client but currently aren't.

The Services Not Used table can be found under the Setup - Billing Department.

It will list the names of all clients where more services can be switched on. It will then give the entity type and a column for each service with a checked or unchecked checkbox.

Where a checkbox is checked and a tick displays, the service is currently not switched on for the client and could be added as a service once the client agrees.

To switch on a service.

• Click on the client name in the Client column.

• It will take you directly to the Client table filtered on the specific client.

• Click on the Record

• Scroll down to Services

• Switch on the service/services by checking the checkboxes or selecting from the dropdowns.

• Save

• Once all of the recommended services have been switched on, the client's name will disappear from the Services Not Used table.