Sales

Configuration

• Add a Custom Sale Status Detail

How To

• Build Basic Report on Sales
• Change Orders (video)
• Generate a Sales Invoice
• Lenders, Loan Programs and Loans
• Modify Sale Items
• Sale Statuses, Approving and Canceling Sales

See all 7 articles

Troubleshooting

• "You must specify one of the following: Lead Source, Prospect, Appointment, or Sale" Error