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  2. Sales

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
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