Sales and Finances

Contacts

• How to use Contacts?
• The list of companies
• Adding, modifying and deleting a company
• The list of people
• Adding, modifying and deleting a person
• Merging contacts

Quotes and pipeline

• The list of quotes
• Adding, modifying and deleting a quote
• Viewing and sending a quote
• Automating workflow steps with quotes
• Pipeline – quotes by stages
• Standard quotes

Orders

• The list of orders
• Adding an order
• Viewing, modifying and sending an order
• Turning a quote into an order

Invoices

• The list of invoices
• Adding an invoice
• Viewing and sending the invoice
• Modifying and deleting an invoice
• Using subheadings on invoices
• Partial invoicing

See all 15 articles

Bills and expenses

• The list of bills
• Adding and modifying a bill
• Scheduled bills
• Turning a quote into a bill
• The list of expenses
• Adding and modifying an expense

Purchase orders

• The list of purchase orders
• Adding and modifying a purchase order
• Turning a quote into a purchase order
• Purchase orders and bills – most common use cases