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Edit Estimates in CRM

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.

Create New Customer in CRM

Step 1: From the Dashboard, locate and select the "Customer" option. Step 2: In the Customer section...
Import Customer Data CRM Process

Step 1: Navigate to the Dashboard and choose the "Customer" option. Step 2: Within the Custome...
View Existing Contacts In CRM

Step 1: Access the Dashboard and select "Customer." Step 2: Within the Customer section, choose...
Editing Customer Details in CRM

Step 1: Go to the Dashboard and select "Customer." Step 2: In the Customer section, place your curso...
Creating Proposals in CRM

Step 1: In the Dashboard, locate and select the "Sales" section. Step 2: Inside the Sales section, f...