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Quotes & Invoices Training

 If you need to get back to the other Training sections, simply hover over “Training” on the Navigation Bar and choose another Topic.

Quotes

Quote Tags

Creating Quote Templates

Exporting Quotes

Adding A New Invoice

Exporting Invoices

Adding A Transaction to Daily Sales

Transactions Assigned to Invoices

Contacts & Clients Module 1
Quotes & Invoices Module 2
Inventory & Products Module 3
Mail Campaigns Module 4
Reporting Module 5
CRM Admin Module 6

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