Quotes
Step Action 1. Select {Quotes/Orders}. The page should open on the Quotes/Orders tab. 2. Select Quote from the Type drop-down to op...
Fri, 13 Sep, 2019 at 12:24 PM
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, 6 Nov, 2019 at 8:26 PM
The Quotes View page is divided into the following sections: Section Description Action The Actions button is located to the right of the quote name....
Mon, 11 Nov, 2019 at 11:58 AM
To Navigate to Quote Edit: Step Action 1. Select {Quotes/Orders}. The page will open on the Quotes/Orders tab. 2. Use search filt...
Fri, 13 Sep, 2019 at 11:58 AM
New quote items can be added in multiple ways: Quick Add From Template From Scratch From Group Template Existing items can also be inserted. I...
Fri, 13 Sep, 2019 at 11:59 AM
Quote - Changing a Single Quote Status to Lost Step Action 1. Select {Quotes/Orders}. The page will open on the Quotes/Order tab. 2. ...
Fri, 13 Sep, 2019 at 12:24 PM