Sales

Configuration

• How to - Add a Custom Sale Status Detail

How To

• Build Basic Report on Sales
• Change Orders (video)
• Generate a Sales Invoice
• How to - Modify Sale Items
• How To - Update Sale Status Details (video)
• Lenders, Loan Programs and Loans

See all 7 articles

Troubleshooting

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