The knowledgebase is organized into different categories. Either choose a category from below or search the knowledgebase for the answer to your question.

Categories

No categories found

Articles

  • Article 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: 848
  • Article 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: 674
  • Article 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: 616