The “Unique Utilities Template” can be deployed only once to your Less Annoying CRM.
It needs updating from time to time because evolution is good and essential for Business growth.
Please note these instructions are step by step.
Use the pictures below to compare what the Unique Utilities Template currently looks like and what changes you need to make. With the exception of any of your own tweaks and customisations, yours should look like the pictures.
TOP TIP = use a 2 screen setup on Your PC/Laptop if you have one to copy and paste or have your Web Pages open Side by Side to Copy & Paste the information.
A one click “update” button would be lovely, but that isn’t as easy as it sounds or it would already be possible, but we are working on it.
If you have any feedback on ways to make this better and easier then please let the coaching team know.
Template Update Service?
We appreciate there are a lot of changes and not everyone has the time, nor patience to follow the instructions, so we offer a Template Update Service for just £10. If you would like to book a session please email us at:
info@makeithappenconsultancy.co.uk
(Look for the colour the above date is highlighted in, to easily see the changes you need to make)
Latest Update: 18th October 2021
(Look for the colour the above date is highlighted in, to easily see the changes you need to make)
3 Updates = Potential & Existing UW Client – change wording
1 Update – Custom Fields = Add new Custom Field for each contact card
1 Update = Potential & Existing UW Partner
0 Updates = Phone Line Providers
0 Updates = Broadband Providers
21 Updates = Electricity Providers (Rename & CLOSE Status)
21 Updates = Gas Providers (Rename & CLOSE Status)
0 Updates = Mobile Phone Providers
0 Updates = TV Providers0 Updates = Home Insurance
0 Updates = Cashback Card
0 Updates = Boiler & Home Cover
9 Updates = Custom Fields (add new Green Fixed Tariff’s in Energy Pipelines)
Potential & Existing UW Client (1 Update)
Rename – Cashback Card (Activate to receive Gourmet Card) to Cashback Card (Activate to receive £50 Credit)
Remove – LED Light Bulbs – Eligible?
Custom Fields – Contacts – Create new custom field
Field Name = “Preferred Method of Communication”
Field Type = Dropdown List
Call = Landline
Call = Mobile
Message = Facebook
Message = LinkedIn
Message = Text
Message = WhatsApp
Post
Potential & Existing UW Partner (1 Update)
“Recruitment Stages (Before & After joining UW)”
Rename – 15. After – Diarised Express Day, MAD & Kick Off? to
15. After – Diarised Major Events – Power Up, Amplify, etc
Electricity Providers (21 Updates) – Check your Main Pipeline page for customers within these Suppliers – make a note of them. Once you update the name through the “Edit” process Change the Status from Active to CLOSED – this will tuck it out of the way.
Gas Providers (21 Updates) – Check your Main Pipeline page for customers within these Suppliers – make a note of them. Once you update the name through the “Edit” process Change the Status from Active to CLOSED – this will tuck it out of the way.
Also do this for the previously Ceased Trading companies) Then pop them in alphabetical order making sure
Not Wanted
UW
are at the top!
- Rename Avro to Avro (Ceased Trading September 2021) – Then CLOSE status
- Economy Energy (Ceased Trading January 2019) – Change to CLOSED Status
- Rename Enstroga (Ceased Trading September 2021) – Then CLOSE status
- Extra Energy (Ceased Trading as of November 2018) – Change to CLOSED Status
- GB Energy (Ceased Trading as of November 2016) – Change to CLOSED Status
- Rename Green Network to Green Network Energy (Ceased Trading September 2021) – Then CLOSE status
- Rename Hub to Hub (Ceased Trading September 2021) – Then CLOSE status
- Rename Igloo Energy (Ceased Trading September 2021) – Then CLOSE status
- Iresa (Ceased Trading of July 2018) – Change to CLOSED Status
- Rename MoneyPlus to MoneyPlus (Ceased Trading September 2021) – Then CLOSE status
- One Select (Ceased Trading as of November 2018) – Change to CLOSED Status
- Rename Peoples Energy to Peoples Energy (Ceased Trading September 2021) – Then CLOSE status
- Rename PFP Energy to PFP Energy (Ceased Trading September 2021) – Then CLOSE status
- Rename Pure Planet to Pure Planet (Ceased Trading October 2021) – Then CLOSE status
- Robin Hood Energy (ceased trading Sep 2020) – Change to CLOSED Status
- Sainsbury (Ceased Trading as of February 2019) – Change to CLOSED Status
- Spark Energy (Ceased Trading as of November 2018) – Change to CLOSED Status
- Tonik Energy (Ceased trading as of 6th October 2020) – Change to CLOSED Status
- Toto Energy (Ceased trading as of 26th October 2019 – Change to CLOSED Status
- Rename Utility Point to Utility Point (Ceased Trading September 2021) – Then CLOSE status
- Yorkshire Energy (Ceased trading as of 6th December 2020) – Change to CLOSED Status
Gas Providers (21 Updates) – Check your Main Pipeline page for customers within these Suppliers – make a note of them. Once you update the name through the “Edit” process Change the Status from Active to CLOSED – this will tuck it out of the way.
Also do this for the previously Ceased Trading companies) Then pop them in alphabetical order making sure
Not Wanted
UW
are at the top!
- Rename Avro to Avro (Ceased Trading September 2021) – Then CLOSE status
- Economy Energy (Ceased Trading January 2019) – Change to CLOSED Status
- Rename Enstroga (Ceased Trading September 2021) – Then CLOSE status
- Extra Energy (Ceased Trading as of November 2018) – Change to CLOSED Status
- GB Energy (Ceased Trading as of November 2016) – Change to CLOSED Status
- Rename Green Network to Green Network Energy (Ceased Trading September 2021) – Then CLOSE status
- Rename Hub to Hub (Ceased Trading September 2021) – Then CLOSE status
- Rename Igloo Energy (Ceased Trading September 2021) – Then CLOSE status
- Iresa (Ceased Trading of July 2018) – Change to CLOSED Status
- Rename MoneyPlus to MoneyPlus (Ceased Trading September 2021) – Then CLOSE status
- One Select (Ceased Trading as of November 2018) – Change to CLOSED Status
- Rename Peoples Energy to Peoples Energy (Ceased Trading September 2021) – Then CLOSE status
- Rename PFP Energy to PFP Energy (Ceased Trading September 2021) – Then CLOSE status
- Rename Pure Planet to Pure Planet (Ceased Trading October 2021) – Then CLOSE status
- Robin Hood Energy (ceased trading Sep 2020) – Change to CLOSED Status
- Sainsbury (Ceased Trading as of February 2019) – Change to CLOSED Status
- Spark Energy (Ceased Trading as of November 2018) – Change to CLOSED Status
- Tonik Energy (Ceased trading as of 6th October 2020) – Change to CLOSED Status
- Toto Energy (Ceased trading as of 26th October 2019 – Change to CLOSED Status
- Rename Utility Point to Utility Point (Ceased Trading September 2021) – Then CLOSE status
- Yorkshire Energy (Ceased trading as of 6th December 2020) – Change to CLOSED Status
How to edit/create the “Custom Pipeline Fields”
Field Name = “Variable or Double Gold Fixed Energy Rate”
Field Type = Dropdown List
Add Entries as follows: (On BOTH Gas and Electric Pipelines)
- Variable Rate
- Green Fixed 20: 30th September 2022
- Green Fixed 19: 30th September 2022
- Green Fixed 18: 30th September 2022
- Green Fixed 17: 31st October 2022
- Green Fixed 16: 31st October 2022
- Green Fixed 15: 30th September 2022
- Green Fixed 14: 31st August 2022
- Green Fixed 13: 31st July 2022
- Green Fixed 12: 31st May 2022
This will lead you to here…
Rename the Pipeline from “Potential & Existing UW Customer” to “UW Client (Potential & Existing)” – (see the picture below to learn how to rename)
Ensure your Pipelines are all named like the above (detailed below), click “Rename” to change the Pipeline name.
Click “Edit statuses and fields” (pictured above) to Edit and update “Statuses” and Custom “Fields” to replicate the layout in the following picture.
Active Statuses
- Not yet contacted
- Appointment scheduled
- Follow up required
- Follow Up required (EX-CUST)
- No For Now (Yes for Later)
Closed Statuses
- Passed Away
- Signed Up!
How to edit/create the “Custom Pipeline Fields”
Move your mouse/cursor over each relevant Custom Pipeline Field and you will see the option to click “Edit Field Settings”.Wherever necessary click on “Add Another Option” and copy the text from below into each relevant field.Then use the symbol to the right of the field to place in to the correct order. Left click and hold to drag to the correct order.
Field Name = “Priority”
DELETE this field if you still have it.
Reason = Priority on Pipelines are not necessary
Field Name = “Services Taken”
Field Type = Checkbox List
Entries as follows:
- Bill Protector
- Boiler & Home Cover
- Broadband
- Cashback Card (Activate to receive Gourmet Card)
- Electricity
- Gas
- Home Insurance
- Land Line
- LED Light Bulbs – Eligible?
- LED Light Bulbs – Installed?
- Mobile Broadband/Dongle
- Mobile Phone (UW Sim only or UW Sim & Handset)
- Mobile Phone Booster (Femto Cell) (£2 per month)
Field Name = “Home Owner or Tenant?”Field Type = Dropdown ListEntries as follows:
- Unknown
- Home Owner
- Tenant (As of May 2020 now get same benefits as Home Owner)
- Tenant (Established) (2 Years of good account reduces your Tenancy Percentage)
Field Name = “The Follow Up Steps”
Field Type = Checkbox List
Entries as follows (delete “FindMeTheCheapest” if you still have it:
- Ensured the Customer has Customer Services number in their Phone? (0333 777 0 777) (8am to 8pm Mon-Fri, 9 to 4.30 Sat)
- Demonstrated how to use ‘The UW App’?
- Demonstrated how to use the Live Chat with Customer Services?
- Clarified how to top up ‘The CashBack Card’?
- Demonstrated how to use ‘The Clubhouse Website’?
- Demonstrated how to use ‘The Online Shopping’?
- Demonstrated how to use ‘The CashBack Wizard’? ( wizard.utilitywarehouse.co.uk ) = DELETE
- Registered the customer’s interest in a Smart Meter?
- Have they got a Smart Meter fitted & working with UW?
- Are they Interested in Electric Car Charging Point?
Field Name = “UW Connection”
Field Type = Checkbox List
- Being prospected by another UW Partner
- Customer with me
- Customer with another Partner
- Previous Customer with me
- Previous Partner with me
- Previous Customer with someone else
- Previous Partner with someone else
Once you have finished this section please click “Return to main pipelines page” in the top right corner of your screen.
Pipeline = “UW Partner (Potential & Existing)”
Rename the Pipeline from “Potential & Existing UW Partner” to “UW Partner (Potential & Existing)” – (see the picture below to learn how to rename)
Click “Edit statuses and fields” (pictured above) to Edit and update “Statuses” and Custom “Fields” to replicate the layout in the following picture.
Use the text below to Copy & Paste.
Active Statuses
- Not yet contacted
- Appointment Scheduled
- Follow up required
- Invite to a Business Launch
- Invite to an OP
- No For Now (Yes for Later)
- Quit
- Task Scheduled
Closed Statuses
- Not Interested
- Sign Up!
How to edit/create the “Custom Pipeline Fields”
Move your mouse/cursor over each relevant Custom Pipeline Field and you will see the option to click “Edit Field Settings”.
Wherever necessary click on “Add Another Option” and copy the text from below into each relevant field.
Then use the symbol to the right of the field to place in to the correct order. Left click and hold to drag to the correct order.
IMPORTANT NOTE:
After much desired feedback it became evident that the “Recruitment Stages” options were getting increasingly long and it made more sense to be split into 2 seperate Custom Pipeline Fields, laid out as follows.
!! WARNING BEFORE YOU MAKE THESE CHANGES – Deleting any Options will also delete the fact you may have ticked them!!TOP TIP =
Step 1 – Move your mouse/cursor over “Recruitment Stages”. Click on “Edit Field Settings” and then edit each of the ‘options’ in the “Recruitment Stages” Custom Pipeline Field (see below). Leave any of the existing Personal Development recommendations in place.
Step 2 – Click on “Create a new custom pipeline field” to create the secondary Custom Pipeline Field of “Personal Development Journey (Have they read/listened to the following?)” and enter each of the Check Box Options detailed below.
Step 3 – IT WILL TAKE TIME TO WORK THROUGH THESE = Before Deleting the “old Recruitment Stages” (which will appear as duplicated data). Update each of your existing “Potential & Existing UW Partners”, migrating the recorded ticks from the “old Recruitment Stages” to the new “Personal Development” tick boxes.
Step 4 – ONCE you are happy you have migrated the relevant data/ticked boxes of “old Recruitment Stages” to the new “Personal Development Journey (Have they read/listened to the following?)” ONLY THEN can you confidently go to “Edit field Settings” (of the “Recruitment Stages” Custom pipeline field), to delete each of “old Recruitment Stages”, so as the information is not recorded twice.
Field Name = “Priority”
DELETE this field if you still have it.
Reason = Priority on Pipelines are not necessary
Field Name = “Recruitment Stages (Before & After joining UW)”
Field Type = Checkbox List
Entries as follows:
- Before – Have they read/listened to “Rich Dad, Poor Dad”?
- Before – Have they read the “It’s Your Life’ Magazine”?
- Before – Have they seen ANY of the “UW Stories”? ( uwstories.co.uk )
- Before – Have they read “The 4 Year Career”?
- Before – Have they received & read the ‘Information Pack’?
- Before – Have they attended an OP or VOP?
- Before – Have they attended an OP or VOP in the last 3 months?
- Before – Have they attended a Business Launch?
- Before – Have they seen the Business Opportunity Video?
- Before – Have they seen the Money Presentation?
- After – After – Download the UW Fast Start App
- After – Has the Fast Start Plan been completed?
- After – Have they booked their Classroom Training?
- After – Have they completed their Online Training?
- After – Diarised Major Events – Power Up, Amplify, etc?
- After – Explained 30 Day Fast Start?
- After – Linked Customer Account to Partner Account?
- After – Introduced to Team Whatsapp Group Chat?
- After – Explained how Pizza Tuesday works?
Click on “Create a new custom pipeline field”
Field Name = “Personal Development Journey (Have they read/listened to the following?“
Field Type = Checkbox List
Entries as follows:
- Tom ‘Big Al’ Schreiter – The 4 Colours of MLM
- P Robinson & D Rich – The 5 Levels Of Formality
- Wes Linden – 79 Network Marketing Tips
- Jeff Olsen – The Slight Edge
- Darren Hardy – The Compound Effect
- Eric Worre – Go Pro
- Darren Hardy – Making The Shift
- Jim Rohn – Building Your Network Marketing Business
- Allan Pease – Questions are the Answer
- Rhonda Byrne – The Secret
- Susan Jeffers – Feel The Fear & Do It Anyway
- Dr. Tom Barrett – Dare To Dream And Work To Win
- Jordan Adler – Beach Money
- Paula Pritchard – Recruiting Made Simple
- Wes Linden – The Prospecting Game
- Chris Williams – Don’t Just Dream It, Do It
Edit and update “Statuses” and Custom “Fields” to replicate the layout in the above picture.
Once you have finished this section please click “Return to main pipelines page” in the top right corner of your screen.
Pipeline = “Phone Line Providers”
Click “Edit statuses and fields” (pictured above) to Edit and update “Statuses” and Custom “Fields” to replicate the layout in the following picture.
Active Statuses
- Unknown
- ACN
- BT
- Connect (Business)
- Daisy
- Direct Save
- Eclipse
- EE
- Fuel
- iTalk
- John Lewis
- Kinex
- NowTV
- Plusnet
- Shell Energy (Formerly First Utility)
- Sky
- SSE
- TalkTalk
- The Post Office
- Three
- Unicom
- V4 Telecom
- Virgin Media
- Vodafone
- XLN
- Zen
Closed Statuses
- Not Wanted
- UW
How to edit/create the “Custom Pipeline Fields”
Move your mouse/cursor over each relevant Custom Pipeline Field and you will see the option to click “Edit Field Settings”.
Wherever necessary click on “Add Another Option” and copy the text from below into each relevant field.
Then use the symbol to the right of the field to place in to the correct order. Left click and hold to drag to the correct order.
Field Name = “Priority“
DELETE this field if you still have it.
Reason = Priority on Pipelines are not necessary
Once you have finished this section please click “Return to main pipelines page” in the top right corner of your screen.
Pipeline = “Broadband Providers”
Duplication is key which is only possible if we are all using the same template.
Use the text below to Copy & Paste.
Active Statuses
- Unknown
- ACN
- BT
- Connect (Business)
- County Broadband
- Daisy
- Direct Save
- Eclipse
- EE
- FibreNest
- Fuel
- iTalk
- John Lewis
- Kinex
- NowTV
- Plusnet
- Shell Energy (Formerly First Utility)
- Sky
- SSE
- TalkTalk
- The Post Office
- Three
- Unicom
- V4 Telecom
- Virgin Media
- Vodafone
- XLN
- Zen
Closed Statuses
- Not Wanted
- UW
How to edit/create the “Custom Pipeline Fields”
Move your mouse/cursor over each relevant Custom Pipeline Field and you will see the option to click “Edit Field Settings”.
Wherever necessary click on “Add Another Option” and copy the text from below into each relevant field.
Then use the symbol to the right of the field to place in to the correct order. Left click and hold to drag to the correct order.
Field Name = “Priority”
DELETE this field if you still have it.
Reason = Priority on Pipelines are not necessary
Field Name = “Broadband Type”
Field Type = Dropdown List
Entries as follows:
- Standard ADSL
- Fibre = Ultra (Infiniti 1 = BT Equivalent)
- Fibre = Ultra+ (Infiniti 2 = BT Equivalent)
- FTTP (Fibre To The Property) (No Phone Line)
- LLX (Non LLU – £10 Dearer)
Field Name = “Type of Router”
Field Type = Checkbox List
Entries as follows:
- Value Router (Free & £5.99 P&P)
- Premium Router (£1 per month & £5.99 P&P)
- Super Router (£2 per month & £5.99 P&P)
- Using Own Router
- Eero (WiFi Mesh system – £2.50 per unit per month)
Field Name = “How many “Eero” Units do they have?”
Field Type = Drop Down List
Entries as follows:
“Option 1” = “2“
“Option 2” = “3“
“Option 3” = “4“
Once you have finished this section please click “Return to main pipelines page” in the top right corner of your screen.
Pipeline = “Electricity Providers”
Duplication is key which is only possible if we are all using the same template.
Click “Edit statuses and fields” (pictured above) to Edit and update “Statuses” and Custom “Fields” to replicate the details listed below.
Use the text below to Copy & Paste.
Active Statuses
- Unknown
- Asda
- Avid Energy
- Avro (Ceased Trading September 2021)
- BES (Business)
- Boost
- Breathe Energy
- Bristol Energy
- British Gas
- Bulb
- CNG (Business)
- Commercial Power (Business)
- Co-Op
- Dual-Energy
- E-On
- E
- EBS Energy
- Economy Energy (Ceased Trading January 2019)
- EDF
- Enstroga
- ESB Energy
- Extra Energy (Ceased Trading as of November 2018)
- Flow
- Foxglove Energy
- GB Energy (Ceased Trading as of November 2016)
- Green Network Energy (Ceased Trading September 2021)
- Green Star Energy
- Hub (Ceased Trading September 2021)
- Igloo Energy
- Iresa (Ceased Trading of July 2018)
- iSupplyEnergy
- Leccy
- Look After My Bills
- Lumo Energy
- Marks And Spencer
- MoneyPlus (Ceased Trading September 2021)
- Nabuh Energy
- NPower
- Octopus
- One Select (Ceased Trading as of November 2018)
- Opus
- Outfox The Market
- Ovo
- Peoples Energy (Ceased Trading September 2021)
- PFP Energy (Ceased Trading September 2021)
- Pure Planet
- Robin Hood Energy (ceased trading September 2020)
- Sainsburys (Ceased Trading as of February 2019)
- Scottish Power
- Shell Energy (Formerly First Utility)
- So Energy
- Spark Energy (Ceased Trading as of November 2018)
- SSE
- Together Energy Ltd
- Tonik Energy (Ceased trading as of 6th October 2020)
- Toto Energy (Ceased trading as of 26th October 2019)
- Unicom
- Utilita
- Utility Point (Ceased Trading September 2021)
- White Rose Energy
- Yorkshire Energy (Ceased trading as of 6th December 2020)
Closed Statuses
- Not Available
- Commercial Power beyond UW Scope
- UW
If you come across any businesses you would like to support then Antony Haysom can share with you a way to earn money from this situation
How to edit/create the “Custom Pipeline Fields”
Move your mouse/cursor over each relevant Custom Pipeline Field and you will see the option to click “Edit Field Settings”.
Wherever necessary click on “Add Another Option” and copy the text from below into each relevant field.
Then use the symbol to the right of the field to place in to the correct order. Left click and hold to drag to the correct order.
Field Name = “Priority“
DELETE this field if you still have it.
Reason = Priority on Pipelines are not necessary
Field Name = “Meter Type”
Field Type = Dropdown List
Entries as follows:
- Smart Meter (Credit Mode)
- Smart Meter (Pre-Payment Mode)
- Credit Meter
- Pre-Payment Key/Card
Field Name = “Variable or Double Gold Fixed Energy Rate”Field Type = Dropdown ListEntries as follows:
- Variable Rate
- Green Fixed 16: 31st October 2022
- Green Fixed 15: 30th September 2022
- Green Fixed 14: 31st August 2022
- Green Fixed 13: 31st July 2022
- Green Fixed 12: 31st May 2022
- Green Fixed 11: 31st March 2022
- Green Fixed 10: 28th February 2022
- Green Fixed 9: 31st January 2022
- Green Fixed 8: 31st December 2021
- Green Fixed 7: 30th November 2021
- Green Fixed 6: 31st October 2021
- Green Fixed 5: 30th September 2021
- Green Fixed 4: 31st August 2021
- Green Fixed 3: 30th June 2021
- Green Fixed 2: 31st May 2021
- Green Fixed 1: 31st March 2021
- Tariff v28: 31st December 2020
- Tariff v27: 31st October 2020
- Tariff v26: 31st August 2020
- Tariff v25: 30th June 2020
- Tariff v24: 31st May 2020
- Tariff v23: 31st March 2020
- Tariff v22: 29th February 2020
- Tariff v21: 31st December 2019
- Tariff v20: 31st August 2020
- Tariff v19: 31st August 2020
- Tariff v18: 31 July 2020
- Tariff v17: 29 February 2020
Field Name = “Does the Customer have any high Electric usage appliances/devices/needs? (Swimming Pool, Hot Tub, Under Floor Heating etc)”
Field Type = Text Area (multi-line)
Once you have finished this section please click “Return to main pipelines page” in the top right corner of your screen.
Pipeline = “Gas Providers”
Duplication is key which is only possible if we are all using the same template.
Click “Edit statuses and fields” (pictured above) to Edit and update “Statuses” and Custom “Fields” to replicate the details listed below.
Use the text below to Copy & Paste.
Active Statuses
- Unknown
- Asda
- Avid Energy
- Avro (Ceased Trading September 2021)
- BES (Business)
- Boost
- Breathe Energy
- Bristol Energy
- British Gas
- Bulb
- CNG (Business)
- Commercial Power (Business)
- Co-Op
- Dual-Energy
- E-On
- E
- EBS Energy
- Economy Energy (Ceased Trading January 2019)
- EDF
- Enstroga
- ESB Energy
- Extra Energy (Ceased Trading as of November 2018)
- Flow
- Foxglove Energy
- GB Energy (Ceased Trading as of November 2016)
- Green Network Energy (Ceased Trading September 2021)
- Green Star Energy
- Hub (Ceased Trading September 2021)
- Igloo Energy
- Iresa (Ceased Trading of July 2018)
- iSupplyEnergy
- Leccy
- Look After My Bills
- Lumo Energy
- Marks And Spencer
- MoneyPlus (Ceased Trading September 2021)
- Nabuh Energy
- NPower
- Octopus
- Oil
- One Select (Ceased Trading as of November 2018)
- Opus
- Outfox The Market
- Ovo
- Peoples Energy (Ceased Trading September 2021)
- PFP Energy (Ceased Trading September 2021)
- Pure Planet
- Robin Hood Energy (ceased trading September 2020)
- Sainsburys (Ceased Trading as of February 2019)
- Scottish Power
- Shell Energy (Formerly First Utility)
- So Energy
- Spark Energy (Ceased Trading as of November 2018)
- SSE
- Together Energy Ltd
- Tonik Energy (Ceased trading as of 6th October 2020)
- Toto Energy (Ceased trading as of 26th October 2019)
- Unicom
- Utilita
- Utility Point (Ceased Trading September 2021)
- White Rose Energy
- Yorkshire Energy (Ceased trading as of 6th December 2020)
Closed Statuses
- Not Available
- Commercial Power beyond UW Scope
- UW
If you come across any businesses you would like to support then Antony Haysom can share with you a way to earn money from this situation
How to edit/create the “Custom Pipeline Fields”
Move your mouse/cursor over each relevant Custom Pipeline Field and you will see the option to click “Edit Field Settings”.
Wherever necessary click on “Add Another Option” and copy the text from below into each relevant field.
Then use the symbol to the right of the field to place in to the correct order. Left click and hold to drag to the correct order.
Field Name = “Priority“
DELETE this field if you still have it.
Reason = Priority on Pipelines are not necessary
Field Name = “Meter Type”
Field Type = Dropdown List
Entries as follows:
- Smart Meter (Credit Mode)
- Smart Meter (Pre-Payment Mode)
- Credit Meter
- Pre-Payment Key/Card
Field Name = “Variable or Double Gold Fixed Energy Rate”Field Type = Dropdown ListEntries as follows:
- Variable Rate
- Green Fixed 16: 31st October 2022
- Green Fixed 15: 30th September 2022
- Green Fixed 14: 31st August 2022
- Green Fixed 13: 31st July 2022
- Green Fixed 12: 31st May 2022
- Green Fixed 11: 31st March 2022
- Green Fixed 10: 28th February 2022
- Green Fixed 9: 31st January 2022
- Green Fixed 8: 31st December 2021
- Green Fixed 7: 30th November 2021
- Green Fixed 6: 31st October 2021
- Green Fixed 5: 30th September 2021
- Green Fixed 4: 31st August 2021
- Green Fixed 3: 30th June 2021
- Green Fixed 2: 31st May 2021
- Green Fixed 1: 31st March 2021
- Tariff v28: 31st December 2020
- Tariff v27: 31st October 2020
- Tariff v26: 31st August 2020
- Tariff v25: 30th June 2020
- Tariff v24: 31st May 2020
- Tariff v23: 31st March 2020
- Tariff v22: 29th February 2020
- Tariff v21: 31st December 2019
- Tariff v20: 31st August 2020
- Tariff v19: 31st August 2020
- Tariff v18: 31 July 2020
- Tariff v17: 29 February 2020
Field Name = “Does the Customer have any high Electric usage appliances/devices/needs? (Swimming Pool, Hot Tub, Under Floor Heating etc)”
Field Type = Text Area (multi-line)
Once you have finished this section please click “Return to main pipelines page” in the top right corner of your screen.
Pipeline = “Mobile Phone Providers”
Duplication is key which is only possible if we are all using the same template.
Edit and update “Statuses” and Custom “Fields” to replicate the layout in the following picture.
Use the text below to Copy & Paste.
Active Statuses
- Unknown
- Asda
- BT
- EE
- Freedom Pop
- GiffGaff
- iD (Carphone Warehouse)
- Lebara
- Life
- Lyca
- Marks And Spencer
- O2
- Orange
- Plusnet
- Sainsburys
- Sky
- Smartie
- Superdrug
- T-Mobile
- TalkTalk
- Tesco
- Three
- TPO
- Unicom
- Virgin Media
- Vodafone
- Voxi
Closed Statuses
- Not Wanted
- UW
How to edit/create the “Custom Pipeline Fields”
Move your mouse/cursor over each relevant Custom Pipeline Field and you will see the option to click “Edit Field Settings”.
Wherever necessary click on “Add Another Option” and copy the text from below into each relevant field.
Then use the symbol to the right of the field to place in to the correct order. Left click and hold to drag to the correct order.
Field Name = “Priority“
DELETE this field if you still have it.
Reason = Priority on Pipelines are not necessary
Field Name = “Mobile Type”
Field Type = Dropdown List
Entries as follows:
- Contract Sim Only
- Contract Handset
- Pay As You Go
- UW Sim Only
- UW Contract Handset
Field Name = “Mobile Phone Helpful Information”
Field Type = “Checkbox List”
Entries as follows:
- “Text “PAC” to 65075 (Transfer number)”
- “Text “STAC” to 75075 (To terminate account)”
- “Text “Info” to 85075 (to obtain Early Termination Fee (ETF) amount)”
Once you have finished this section please click “Return to main pipelines page” in the top right corner of your screen.
Pipeline = “TV Providers”
Duplication is key which is only possible if we are all using the same template.
Click “Edit statuses and fields” (pictured above) to Edit and update “Statuses” and Custom “Fields” to replicate the layout in the following picture.
Use the text below to Copy & Paste.
Active Statuses
- Unknown
- Amazon
- Apple TV
- BT
- Firestick
- Freesat
- Freeview
- Kingston
- Netflix
- NowTV
- Sky
- TalkTalk
- Virgin Media
Closed Statuses
- UW
How to edit/create the “Custom Pipeline Fields”
Move your mouse/cursor over each relevant Custom Pipeline Field and you will see the option to click “Edit Field Settings”.
Wherever necessary click on “Add Another Option” and copy the text from below into each relevant field.
Then use the symbol to the right of the field to place in to the correct order. Left click and hold to drag to the correct order.
Field Name = “Priority“
DELETE this field if you still have it.
Reason = Priority on Pipelines are not necessary
Once you have finished this section please click “Return to main pipelines page” in the top right corner of your screen.
Pipeline = “Home Insurance”
Duplication is key which is only possible if we are all using the same template.
Click “Edit statuses and fields” (pictured above) to Edit and update “Statuses” and Custom “Fields” to replicate the layout in the following picture.
Use the text below to Copy & Paste.
Active Statuses
- Active
Closed Statuses
- Not Wanted
- UW
How to edit/create the “Custom Pipeline Fields”
Move your mouse/cursor over each relevant Custom Pipeline Field and you will see the option to click “Edit Field Settings”.
Wherever necessary click on “Add Another Option” and copy the text from below into each relevant field.
Then use the symbol to the right of the field to place in to the correct order. Left click and hold to drag to the correct order.
Field Name = “Priority“
DELETE this field if you still have it.
Reason = Priority on Pipelines are not necessary.
Once you have finished this section please click “Return to main pipelines page” in the top right corner of your screen.
Pipeline = “CashBack Card”
Duplication is key which is only possible if we are all using the same template.
Click “Edit statuses and fields” (pictured above) to Edit and update “Statuses” and Custom “Fields” to replicate the layout in the following picture.
Use the text below to Copy & Paste.
Active Statuses
- Old or No CashBack Card
Closed Statuses
- Not Wanted
- Has new one as of Express Day 2018
How to edit/create the “Custom Pipeline Fields”
Move your mouse/cursor over each relevant Custom Pipeline Field and you will see the option to click “Edit Field Settings”.
Wherever necessary click on “Add Another Option” and copy the text from below into each relevant field.
Then use the symbol to the right of the field to place in to the correct order. Left click and hold to drag to the correct order.
Field Name = “Priority”
DELETE this field if you still have it.
Reason = Priority on Pipelines are not necessary.
Once you have finished this section please click “Return to main pipelines page” in the top right corner of your screen.
Pipeline = “Boiler & Home Cover”
Duplication is key which is only possible if we are all using the same template.
Click “Edit statuses and fields” (pictured above) to Edit and update “Statuses” and Custom “Fields” to replicate the layout in the following picture.
Use the text below to Copy & Paste.
Active Statuses
- Active
Closed Statuses
- Not Wanted
- UW
How to edit/create the “Custom Pipeline Fields”
Move your mouse/cursor over each relevant Custom Pipeline Field and you will see the option to click “Edit Field Settings”. Wherever necessary click on “Add Another Option” and copy the text from below into each relevant field.
Then use the symbol to the right of the field to place in to the correct order. Left click and hold to drag to the correct order.
Field Name = “Priority“
DELETE this field if you still have it.
Reason = Priority on Pipelines are not necessary
END OF PIPELINES
Once you have finished this section please click “Return to main pipelines page” in the top right corner of your screen.
Custom Fields
Duplication is key which is only possible if we are all using the same template.
Hover your mouse/cursor over “Settings”, then click “Custom Fields” then click “Contacts”
Or click the picture below
Create, edit and update the “Custom Contacts Fields” to replicate the layout in the following picture.
Use the text below to Copy & Paste.
- Registered their Interest for Smart Meter?
- Do they have a Smart Meter which works with UW?
- Heart Burn or Hot Button
- Partner (ID) Start Date
- Partner (ID) Number
- FSB Date = 3 Gold Customers in 30 days (£100)
Click on “Create New Custom Field“
Field Name = “Names of Referrals Given“
Field Type = ‘Text Area’
Click on “Create New Custom Field”
Field Name = “Colour Personality Type (are you speaking their language?)”
Field Type = ‘Dropdown List’
Entries as follows:
- “Blue – Talker – Fun”
- “Green – Contemplative – Information/Facts”
- “Red – Urgency – Money/Targets”
- “Yellow – Caring – Help”
- “Don’t know”
Click on “Create New Custom Field“
Field Name = “Tipple, Likes, Favourite, Treat (Gift Idea)“
Field Type = ‘This is a Text Area (multi-line)‘
Previous Updates
Update: 4th April 2021
(Look for the colour the above date is highlighted in, to easily see the changes you need to make)
Potential & Existing UW Customer (2 Updates)
- Rename from “Potential & Existing UW Customer” to “UW Client (Potential & Existing)”
- Add “UW Connection”
“Checkbox List”
- Being prospected by another UW Partner
- Customer with me
- Customer with another Partner
- Previous Customer with me
- Previous Partner with me
- Previous Customer with someone else
- Previous Partner with someone else
Potential & Existing UW Partner (1 Update)
- Rename from “Potential & Existing UW Partner” to “UW Partner (Potential & Existing)”
Phone Line Providers (1 Update)
- Add “Kinex”
Broadband Providers (4 Updates)
- Add “County Broadband”
- Add “Kinex”
- Broadband Type = Add “FTTP (Fibre To The Property) (No Phone Line)”
- Type Of Router = change “Standard Router” to “Value Router”
Electricity Providers (8 Updates)
- Add “Kinex”
- Add “Look After My Bills” (Credit to John Oliver)
- Add “Outfox The Market” (Credit to Dave Skinner)
- Add “People’s Energy” (Credit to John Oliver)
- Change “Tonik Energy” to “Tonik Energy (Ceased trading as of 6th October 2020)”
- Add “Utility Point” (Credit to Wayne Rawlinson)
- Change “Smart Meter” to “Smart Meter (Credit Mode)”
- Add “Smart Meter (Pre-Payment Mode)
Gas Providers (8 Updates)
- Add “Kinex”
- Add “Look After My Bills” (Credit to John Oliver)
- Add “Outfox The Market” (Credit to Dave Skinner)
- Add “People’s Energy” (Credit to John Oliver)
- Change “Tonik Energy” to “Tonik Energy (Ceased trading as of 6th October 2020)”
- Add “Utility Point” (Credit to Wayne Rawlinson)
- Change “Smart Meter” to “Smart Meter (Credit Mode)”
- Add “Smart Meter (Pre-Payment Mode)
Custom Fields (1 Update)
Add = “Tipple, Likes, Favourite, Treat, (Gift Idea)”
Update 2nd June 2020
Update ALL instances of “The Utility Warehouse” to “UW”
8 Updates = Potential & Existing UW Customer
- Rename “Potential & Existing UW Customer” to “Potential & Existing UW Client”
- Delete ‘Active Status’ of “Task Scheduled”
- Services Taken add “Mobile Phone Booster (Femto Cell) (£2 per month)” at the bottom – (Credit to Lee Storer)
- “Home Owner Or Tenant” please add “Unknown” – (Credit to Sharon Louise)
- Change “Tenant 30+” to “Tenant (May 2020 now get same benefits as Home Owner)”
- Once you have completed Number 5 – Update any Contacts Classed as “Tenant Under 30 (Can’t Have LED Bulbs & £200 ETF)” to “Tenant (May 2020 now get same benefits as Home Owner)” (To find all of the entries please run a “Report” of this Pipeline.)
To run a Report please Click “Reports” (far left column)
Click “Potential & Existing UW Clients”
Then Click “Add a Filter” (from Column 2)
The next screen will say “What would you like to filter by?”
Then Filter by “Home Owner or Tenant”
Then is “Tenant Under 30 (Can’t Have LED Bulbs & £200 ETF)“
Then click “Apply Filter” to finalise the Report - Once done Number 6 – Delete “Tenant Under 30 (Can’t Have LED Bulbs & £200 ETF)”
- Change “Tenant Under 30 (Established) (2 Years of good account can have extra Benefits)” to “Tenant (Established) (2 Years of good account reduces Tenancy Percentage)”
3 Updates = Potential & Existing UW Partner
Within the Custom Field called “Recruitement Stages (Before & After joining UW)”
- Change “Before – Have they attended an OP” to “Before – Have they attended an OP or VOP?” – (Credit Bill Johnson)
- Change “Before – Have they attended an OP in the last 3 months?” to “Before – Have they attended an OP or VOP in the last 3 months?”
- Add custom field called “After – Has the Fast Start Plan been completed?” and move to be the first Step once they become a Partner
1 Updates = Broadband Providers
- Update “Non LLU (£10 Dearer” to “LLX (Non LLU – £10 Dearer)” (Credit to Wayne Rawlinson)
3 Updates = Electricity Providers
- Add the following to the “Variable or Double Gold Fixed Energy Rate“ Custom Field = “Tariff Green Fixed v3: 30th June 2021” – (Credit to Emma Scorgie)
- Add the following to the “Variable or Double Gold Fixed Energy Rate“ Custom Field = “Tariff Green Fixed v2: 31st May 2021” – (Credit to Sharon Louise)
- Add a closed status called = “Commercial Power beyond UW Scope”
3 Updates = Gas Providers
- Add the following to the “Variable or Double Gold Fixed Energy Rate“ Custom Field = “Tariff Green Fixed v3: 30th June 2021” – (Credit to Emma Scorgie)
- Add the following to the “Variable or Double Gold Fixed Energy Rate“ Custom Field = “Tariff Green Fixed v2: 31st May 2021” – (Credit to Sharon Louise)
- Add a closed status called = “Commercial Power beyond UW Scope”
2 Updates = Mobile Phone Providers
- Add Active Status called the following and move into alphabetical order = “Smartie”
- Add Active Status called the following and move into alphabetical order = “Voxi”
3 Updates = Custom Fields = (Contacts)
- Add “Custom Field” (‘Field Type’ = ‘Text Area’) called “Names of Referrals Given” – (Credit to Bill Johnson)
- Rename “ID Number” & “ID Start” date to “Partner (ID) Number” & “Partner (ID) Start Date” – (Credit to Bill Johnson)
- Add “Custom Field” – Field Name = “Colour Personality Type (are you speaking their language?)” – (Credit to Paul Burley)
- “Field Type” = ‘Dropdown List’
- Blue – Talker – Fun
- Green – Contemplative – Information/Facts
- Red – Urgency – Money/Targets
- Yellow – Caring – Help
- Unsure/Don’t Know
Update 19th April 2021
UW Client (Potential & Existing) (4 Updates) – The Follow Up Steps
- Add = “Ensured the Customer has Customer Services number in their Phone? (0333 777 0 777) (8am to 8pm Mon-Fri, 9 to 4.30 Sat)”
- Add = “Demonstrated how to use the Live Chat with Customer Services?”
- Add = “Are they Interested in Electric Car Charging Point?”
- Delete = “Demonstrated how to use ‘The CashBack Wizard’?”
UW Partner (Potential & Existing) (1 Update) – Recruitment Stages (Before & After joining UW)
- Add = “After – Download the UW Fast Start App” (Credit to Daniel Wickens)
Broadband Providers (2 Updates)
- Type of Router = Add another Option = “Eero (WiFi Mesh system – £2.50 per unit per month)”
- “Create a new custom Pipeline field” = How many “Eero” units do they have?
“Field Type” = “Drop Down List”
Option 1 = “2”
Option 2 = “3”Option 3 = “4”
Electricity Providers (1 Update)
“Create a new custom Pipeline field” = “Does the Customer have any high Electric usage appliances/devices/needs? (Swimming Pool, Hot Tub, Under Floor Heating etc)” (Credit to Lisa Mogan)“Field Type” = “Text Area (multi-line)
Gas Providers (1 Update)
“Create a new custom Pipeline field” = “Does the Customer have any high Gas usage appliances/devices/needs? (Swimming Pool, Hot Tub, Under Floor Heating etc)” (Credit to Lisa Mogan)“Field Type” = “Text Area (multi-line)
Update 29th February 2020
0 Updates = Potential & Existing UW Customer
5 Updates = Potential & Existing UW Partner (Added extra recruitment steps – credit to Karen Collo)
0 Updates = Phone Line Providers
0 Updates = Broadband Providers
4 Updates = Electricity Providers
4 Updates = Gas Providers
0 Updates = Mobile Phone Providers
0 Updates = TV Providers
1 Updates = Home Insurance (removed the renewal date as it was unnecessary)
0 Updates = Cashback Card
1 Updates = Boiler & Home Cover (removed the renewal date as it was unnecessary & bonus for having a boiler installed)
1 Updates = Custom Fields
Update 7th November 2019
1 Updates = Potential & Existing UW Customer
1 Updates = Potential & Existing UW Partner
0 Updates = Phone Line Providers
0 Updates = Broadband Providers
1 Updates = Electricity Providers (add “Lumo”)
1 Updates = Gas Providers (add “Lumo”)
0 Updates = Mobile Phone Providers
0 Updates = TV Providers
0 Updates = Home Insurance
0 Updates = Cashback Card
0 Updates = Boiler & Home Cover
0 Updates = Custom Fields