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Sales Team
Account Management
Sales Team
Account Management
Assign a lead to an account
Make an account an opportunity
Remove an account from an opportunity
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Topics
Lead Management
3
Manually create a new lead
Merge two leads
Assign a lead
POs, Invoices, and Quotes
6
I received a PO (purchase order) - now what?
Discount Policy
Create a quote
Resend an invoice
Attach a PO to the quote
Attach a quote to an opportunity
Account Management
3
Assign a lead to an account
Make an account an opportunity
Remove an account from an opportunity
Reports
3
Daily reports to run
Weekly reports to run
Monthly reports to run
Generate Manual PDF
Other Resources
Customer Support Team
Sales Team
Marketing Team
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