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Business Phase
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Established:
Where are Staff:
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Trial Setup Guide
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Getting Started
Getting Started
Importing Data from CSV
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Tips & Tricks
Customising drop-down lists
Complete Run Through
First Login
Voice Notes
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The Customer Record
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Create a Company
Creating a Contact
Adding Notes
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Accounting
CRM Integrations
Jobs, Assets & Service Management
Manufacturing
Manufacturing
Work Orders
Creating a Bill of Material (BoM)
Marketing
Marketing
Create a “Contact Us” Web Form
Creating Lists
Operations
Operations
Working with Tickets
Working with Projects
Working with Jobs & Assets
Setting Project Stages
Products, Inventory & Pricing
Products, Inventory & Pricing
Working with Products
Working with Backorders & Stocks
Purchasing process in CRM
Stock Transfers
Reporting
Sales Pipeline
Sales Pipeline
Lead Search
Working with Opportunities
Set Up a Pipeline
Creating Leads
Shipping & Freight
System Settings
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Users and Teams
Quote Form Templates
Web templates for sales
User Security
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Training
Training
Training Products
Create Training Courses
Course Booking Widgets
Create Bookings
Workflow Management
Quoting & Selling
Quoting & Selling
Sales process
Web-Quotes Run-Through
Create Quotes
Make a Sales Order
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