Working with Customers 22

• Entering a New Customer
• Customer Information
• Customer Settings
• Adding a New Contact to a Company
• Customer Status Overview

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Working with Estimates & Orders 31

• Estimates With Multiple Quantity Options
• Order Statuses and Definitions
• Cloning Estimates or Orders
• Editing Completed or Closed Orders
• Adding Discounts to Orders

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Proofs & Files 3

• How To Upload A Product Proof
• File Management
• Email Attachments

Customer Portal 11

• Approvals in the Customer Portal
• Change Requests in the Customer Portal
• Comments in the Customer Portal
• Reordering from the Customer Portal
• Payments in the Customer Portal

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Payment Management 11

• Entering A Payment
• Edit A Payment
• Writing off Bad Debt
• Entering Multi-payment and Overpayments
• Entering Payments from Orders

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Sales Management 7

• Dashboard Report: Company-wide Total
• Assigning A Salesperson
• Tax Exempt Customers
• Using Product Setup Fees
• Goals Reports

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