CRM/Quotes/Orders

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CRM/Quotes/Orders

July 20 @ 3:00 pm - 4:00 pm EDT

Free

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.

Click “Going” below to book your spot!

 

Copy and paste this link into your browser at the time of the webinar to join: https://us02web.zoom.us/j/4432899279

Details

Date:
July 20
Time:
3:00 pm - 4:00 pm EDT
Cost:
Free
Event Category:

Venue

Steven’s Meeting Room
Steven's Meeting Room
View Venue Website

Organizer

Steven
Email:
steven.arnold@docketmanager.ca