Creating a New Opportunity
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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" ...
Creating Comments
How to Add Comments Opportunity Module Open the module that you would like to add comments to (Contact, Opportunity, or Budget) Open the Contact, Opportunity or Budget to which you want to add a comment Click on "Comments" (located near the bottom of ...
Create a New Budget Template from Scratch
How to Create a New Budget Template From Scratch Budget Module From any Module Click on "Administration" (located on the left-hand side of the screen) Click on "Budget Templates" (located on the left-hand side of the screen) Click on "New" (located ...
Creating a Document
How to Create a Document Opportunity Module Open the module that you would like to create the document in (Contact, Opportunity, or Budget) Click on "Documents" (located near the bottom of the screen) Click on the "New" icon (located on the upper ...
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 ...