Search Knowledge Base Articles

Edit Estimates in CRM

Description

This guide explains how to edit the estimate in CRM

Procedure

STEP 1 - Access the Dashboard and select "Sales".

STEP 2 - Within the Sales section, choose "Estimates".

STEP 3 - Locate the estimate you wish to edit and click on "Edit Estimates".

STEP 4 - Modify the necessary information and details.

STEP 5 - After making changes, click "Save" to save the updated estimate.

Video Demonstrates the Steps Above

Create New Customer in CRM

Title Create New Customer in CRM Description This guide explains how to create a new customer in CR...
Import Customer Data CRM Process

Title Import Customer Data CRM Process Description This guide explains how to import customer data ...
View Existing Contacts In CRM

Title View Existing Contacts in CRM Description This guide explains how to view the existing contac...
Editing Customer Details in CRM

Title Editing Customer Details in CRM Description This section will be about editing the customer d...
Creating Proposals in CRM

Title Creating Proposals in CRM Description This guide is to create proposals in CRM Procedure STE...