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How to enter a customer quote
To create a customer quote follow the steps below: Start by creating a new sale with a customer. Refer to the knowledgebase article: 03. How to...
Views: 2027 -
Recording the opportunity level of a quote
As quotes are an opportunity to make a sale, Swim gives you the ability to record extra information about the opportunity. This area of the...
Views: 1721 -
Searching Opportunities
To view and find opportunities go to sales menu, find opportunities. To view all opportunities click search. To narrow the results use the...
Views: 1664