Quotes
Quotes - Creating a New Quote Step Action 1. Select {New} under Quotes/Orders. A New Order modal window will open. 2. Complete the fie...
Wed, 5 Dec, 2018 at 1:09 PM
Quotes - Quotes View The Quotes View page is divided into the following sections: Section Description Action The Actions button is located to the right...
Wed, 5 Dec, 2018 at 1:09 PM
Quotes - Locations To Navigate to Quote Edit: Step Action 1. Select {Quotes/Orders}. The page will open on the Quotes/Orders tab. 2. ...
Fri, 26 Oct, 2018 at 1:35 PM
Quotes - Items Adding an Item A New Item can be added to a quote from a template, from scratch, or from a group template. Existing items can also be inse...
Wed, 5 Dec, 2018 at 1:09 PM
Quotes - Quotes Search Step Action 1. Select {Quotes/Orders}. The page should open on the Quotes/Orders tab. 2. Select Quote ...
Wed, 5 Dec, 2018 at 1:10 PM
Quotes - Changing Quote Status to Lost Quote - Changing a Single Quote Status to Lost Step Action 1. Select {Quotes/Orders}. The page w...
Fri, 2 Nov, 2018 at 1:52 PM