Popular Articles
Creating a New Contact
How to Create a New Contact Contacts Main Screen From the Contacts Main Screen Click on the "New" icon (upper right-hand side of the screen) Enter in the necessary information General information Billing Address Contact Information Click on "Add" ...
Use the Setup Wizard to Create a New Budget Template from an Existing Budget Template
How to Use the Setup Wizard to Create a New Budget Template from an Existing Budget Template Duplicate & Setup From any Module Click on "Administration" (located on the left-hand side of the screen) Click on "Budget Templates" (located on the ...
Creating a New Opportunity
1. Open the Contact (or Customer) and click on the New + located next to "Opportunities" on the right sidebar 2. Enter in the necessary information and click on Create
Creating a New Budget
How to Create a New Budget Opportunity Module Open the Contact (or customer) Open the Opportunity that you would like to add a budget to Click on the "New" icon (located next to "Budgets" on the right-hand side of the screen) Enter in the necessary ...
Use Setup Wizard to Edit an Existing Budget Template
How to Use Setup Wizard to Edit an Existing Budget Template Please Note! Setup allows you to modify the structure or outline of an existing template. From any Module Click on "Administration" (located on the left-hand side of the screen) Click on ...