How to Create AMC in Bytephase CRM: Step-by-Step Guide

Step-by-Step Process to know how to create AMC in Bytephase CRM

Login to the BytePhase portal

•  Log in to your Bytephase CRM account.
• If you don’t have an account, sign up using your details

• Navigate to the AMC module from the main dashboard.
• Click on the “+” Plus icon to Create a New AMC.

• Enter the customer details, including name, contact information, and service address.
• Select the product or service covered under the AMC.
• Set the start and end dates for the AMC.
• Specify the number of visits, types of services included, and any exclusions.
• Add pricing details, including any discounts or special offers.
• Review all the information entered.
• Click on Create to finalize the AMC creation.
• The AMC will now be listed in the AMC module, where you can track its status and manage renewals.

• Locate the “Business Settings” option within your software’s main menu; this is typically found in the top left corner of the dashboard.
• Within the Business Settings section, find the “Reminder Settings” option.

• Look for settings specifically related to Annual Maintenance Contracts (AMCs); these might be labeled as “AMC Alerts.”
• Activate the toggle switch to enable the reminder feature.
• Save your reminder settings to ensure they take effect.

Great job!

That’s it! You have now successfully created AMC alerts. Remember to check your notifications regularly to stay informed about customer responses.