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Managing Quote Products

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Once a quote has been created users can add products to the quote. Below are the different ways on how products can be added: Info Before you add Products to...

Product Settings

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Product Settings can be accessed from the Settings area. As an Administrator you can amend the following: Close modal Lock closed Opportunities for non-admin. Yes – when accessing a closed...

Tax Codes

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Tax Codes can be managed in the Settings area. New Tax Codes can be set up by selecting the New Icon. Close modal You can edit Tax Codes that have...

Privacy Overview

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