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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 ...
Creating the Retainer Agreement
How to Create the Retainer Agreement Budget Module Open the Budget module Click here for information on "How to Open an Existing Budget" Click on "Documents" ( located near the bottom of the screen) Click on the "New" icon (located on the upper ...
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 ...
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 ...