CRM/Quotes/Orders

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CRM/Quotes/Orders

November 3 @ 3:00 pm - 4:00 pm EST

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.

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Details

Date:
November 3
Time:
3:00 pm - 4:00 pm EST
Cost:
Free
Event Category:

Organizer

Steven
Email:
steven.arnold@docketmanager.ca

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