Tips & Tricks

Every week we share a short video on getting more out of Exact Synergy. Start with our latest tips below, each one takes just a few minutes to watch.

Project Budgets

Don't wait for the invoice to find out a project went over budget. Set the hours, cost and revenue you expect up front, then compare them with what's planned, booked and invoiced, all on one page.

Account Classifications

Tag each account with the segment that matters to your business, so a target list for your next campaign takes seconds. One report shows how your customer base is spread across those segments, with no custom fields.

Account Types

Keep each relationship's stage, from Suspect to Lead, Prospect and Customer, right on the account card. Your whole team gets one honest view of the pipeline, plus filters and reports you can trust.

Create Price Quotations

Stop building quotes in Word or Excel. Price Quotations keep the account, expiry date, line items and discounts on one shared card your whole sales team can use, with no custom code.

Make Account Fields Mandatory

Incomplete customer records slow everyone down. Make the key account fields mandatory when someone creates a customer, without custom SQL or a developer.

Plan Service Activities with the Synergy Dispatch Board

Turn outstanding service work into a realistic team schedule. Drag and drop keeps appointments and service requests aligned, and absence information helps you avoid scheduling conflicts.

Natural Person accounts

When your customer is a person, such as a contractor or consultant, skip the dummy company. A Person account keeps every company relationship linked, so you keep the history when they change jobs.

Dynamic workflow routing

Send each request to the right team without custom workflow conditions or SQL. When a team changes, you update its members and the workflow keeps working.

Using the Synergy Mobile App

Give your team real-time access to requests, projects and customer information from their phone or tablet, so work keeps moving when they're away from their desk.

Tasks & Follow Ups

Replace email flags and scattered to-do lists with one structured action list. Create follow-up tasks from an account or opportunity, with dates, priorities and links, so nothing falls through the cracks.

Competitor Tracking on Opportunities

Track competitors on your opportunities instead of in spreadsheets. Log who you lost a deal to and why, so your sales managers see the competitive landscape clearly.

Hide Buttons

Hide buttons in a workflow step without core customization, using one line of JavaScript. It helps prevent accidental deletions and keeps the screen clean for each role.

Customize Your Synergy Account Card Layout

Hide the sections you never use and arrange account cards in up to four columns. Save the layout just for yourself or roll it out to your whole team.

Clean Up Duplicate Accounts

Duplicate accounts mean messy reports and missed follow-ups. Synergy has a built-in tool that finds and merges duplicates, and this tip shows you where it is and how to use it.