Business

Deals

• Create a Deal
• Deal Detail
• Deal Action Overview
• Deal Stages
• Trade Types
• Series of Deals

See all 13 articles

Quotes and Sales Orders

• Create a Quote and Sales Order
• Quote Detail
• Sales Order Detail
• Quote and Sales Order Action Overview
• Send Quote and Sales Order by Email
• Synchronization of Deal with Quote and Sales Order

Projects

• Removing the deal from the project
• Create a Project
• Project Detail
• Project Action Overview
• Add Deals to a Project

Products and Price Lists

• Using Price Lists
• Using Products
• Mass Product Import and Update
• Price List Action Overview
• Add Products to a Price List
• Product Action overview

See all 9 articles

Analyses

• Map Analysis
• ABC Analysis
• Deal Profitability
• Profit Development
• Number of Completed Activities
• Product Performance

See all 14 articles