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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...
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...
To view and find opportunities go to sales menu, find opportunities. To view all opportunities click search. To narrow the results use the...