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When viewing a Project the Modules Menu is a pop-out “hamburger” panel that contains all of the windows that form the stages of your sales process. If you look through it, you will see that with only a couple exceptions, the way it is listed is the order in which your projects run through the sales process. Depending on your rights, you may not see all of the items that we go through in this section of the manual.

You can select the “hamburger” icon to minimize and maximize the panel.

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