Training Center
Get your team up to speed
51 articles
- CRM & Tasks Overview (YouTube Video)
- How to Create and Manage Leads
- Creating a Lead
- Connect a Lead Contact to QuickBooks
- Creating automated email marketing campaigns
- Enable Payment In Documents
- Online Document signing - Manual Client Signing
- Edit email content sent to the recipient when sending a document
- How to send Documents
- How to add Attachments to Documents
- How to Create Folders for File Storage
- Creating Cost Options in Client Proposals
- How to Prepare an Estimate
- How To Create a Flexible Estimate
- Setting Up Your Costings
- How To Copy Your Estimate To A Lead
- Specifications: Create Clearer Proposals for your Clients
- Bid Packages-Requesting a Quote
- Applying Purchases Tax to Estimates
- How to Print or Export your Estimate to a PDF or CSV file
- Upload Plans for Takeoff and Set Your Scale
- Bulk Update Pricing in your Catalogs
- Allowance Markup Distribution