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Quick Entry

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David N
May 28, 2021 15:43

Quick Entry allows you to quickly change the sales status of multiple company accounts.

Opportunities_-_Quick_Entry_-_00.png

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Articles in this section

  • Opportunities Overview
  • Opportunities Report Dashboard
  • Opportunities Report Dashboard: Sales Status
  • Opportunities Report Dashboard: Printable Reports
  • Opportunities Report Dashboard: Lead Source
  • Add New Opportunity Overview
  • Add New Opportunity: Step 1 - Details
  • Add New Opportunity: Step 2 - Marketing
  • Add New Opportunity: Step 3 - User Defined Fields
  • Add New Opportunity: Step 4 - Notes
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