Working with Customers 26

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

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Working with Estimates & Orders 33

• Editing A Completed Or Closed Order
• Providing Estimates With Multiple Quantity Options
• Order Statuses And Definitions
• Cloning Estimates Or Orders
• Building Blocks of an Order

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Proofs & Files 3

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

Customer Portal 11

• Approving Proofs in the Customer Portal
• Approving Estimates in the Customer Portal
• Change Requests in the Customer Portal
• Product Notes in the Customer Portal
• Reordering from 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 11

• Dashboard Report: Company-wide Total
• Assigning A Salesperson
• Customer Tax Exempt Reasons
• Managing Quick Products
• Using Product Setup Fees

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