-
Create an Opportunity
-
Signing a deal (converting an opportunity to a job)
-
Adding a comment/follow up to an opportunity/job
-
How to add a task
-
How to add a section headings to your task list
-
Creating a task by sending an email
-
Create and Send a Cost Estimate (CE)
-
Generate tasks from a Cost Estimate
-
Create a Purchase Order (PO)
-
Adding a performance review period
-
Adding additional assessors
-
Creating and approving a performance review