Workflow (5.x)

A guide to understanding the Q/S/O workflow screen in SalesPRO
Summary Your SalesPRO software gives you the ability to see at a glance what's happening with your quotes, sales and orders.  The guide below will give...
Tue, 10 Jul, 2018 at 1:30 PM
How to remove the requirement for comments when closing quotes, sales and orders
Summary Administrative users can determine whether or not comments are required when performing various actions for Quotes, Sales and Orders.  Once these c...
Mon, 8 Oct, 2018 at 2:15 PM