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Articles tagged "quick-quote" returned 110 results.
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How To Use Reference Numbering
...a Quote using {AC:3}-{#QUO} and ticking Add to Summary. Close modal Info If you have ticked Add to Summary, the reference number will be included when sending an email and...
Product Settings
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
...already been set up by selecting the Tax Code and clicking the Edit Icon. Close modal Tip Tip: Tax Codes that you have created will link to Opportunities, Quotes and...
Configure Dynamics NAV Integration
...can define the action by which an account of quote is pushed into Dynamics NAV Close modal Edit Frequency & Retrieval Period Define the amount of historical data you would...
Data Bridge
...will review the specific data requirements with you and confirm a service quote to enable setup. There is also an on-going subscription for the Data Bridge service including support &...
Data bridge import
...will review the specific data requirements with you and confirm a service quote to enable setup. There is also an on-going subscription for the Data Bridge service including support &...
Merge Fields
...from a quote, use their customer reference number, or use an expiry date of a subscription or a licence key from their profile. Merge fields can be used on the...
Configuring Engagement Scores
...Forecast, Opportunities, Projects, Product Sales, Profile, Quotes & Sales lists. Adding the Engagement Section You administrator will be able to Add Engagement Section to the Account, Contact & \ or...
Adding & Viewing Engagement Scores
...60 days. Close modal Info The Trend column can also be viewed against other lists these include:- Activities, Appointments, Contacts, Forecast, Opportunities, Projects, Product Sales, Profile, Quotes & Sales lists....
