Recent Articles

• Line Item Note History

  Line Item notes keep the current note text in each note channel: Sales, Desi...

• Purchase Orders and Inventory On Hand

  Marking a Purchase Order as Received records that the goods arrived. It does...

• Opportunities List View Overview

  The Opportunities List View displays Pipeline Opportunities in a table, incl...

• Uploading Leads

  Creating CompaniesUpload List allows you to import Companies or Contacts fro...

• Lead Actions

  Lead Actions on Lead Management assign a selected lead, add a follow-up task...

• Lead Management

  Lead Management shows Companies that are still Leads so you can see who need...