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Topics
Overview
3
General UI and Navigation
5
Accounts
7
Leads
9
Opportunities (sales pipeline)
8
Pricing and Quoatation Generation
12
Rate Contracts
4
Management Aspects and Reviews
12
Dashboards and Reports
8
Orders
6
Billing
1
Customer Service
12
Customer Portal
6
Marketing
6
Task Management (Self and Team)
7
Misc Utilities
6
System Setup and flexibility
14
About us
2
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Overview
General UI and Navigation
Accounts
Leads
Opportunities (sales pipeline)
Pricing and Quoatation Generation
Rate Contracts
Management Aspects and Reviews
Dashboards and Reports
Orders
Billing
Customer Service
Customer Portal
Marketing
Task Management (Self and Team)
Misc Utilities
System Setup and flexibility
About us
|