CRM/Quotes/Orders

CRM/Quotes/Orders

The topic for this training session is CRM, Quotes and Orders. During this session, we will cover how to create a customer and a contact, applying bulk actions to customers and contacts, navigating quotes and orders, creating a quote, converting a quote to an order, and doing requotes/reorders.

If you see a session you are interested in, click on the “Sign Up” button below to join!

  • Date: October 6
  • Time: 03:00pm - 04:00pm