/
Sales - Exercise

Sales - Exercise

  • Add a New Company

  • Create a New Contact

  • Start a Project

    • Add Project Contact

    • Set Project Contact Type

  • Adjust the Install Address

  • Attach a Document

  • Create an Action Item

Related content

Step 3: Project Information
Step 3: Project Information
More like this
Creating a Project
Creating a Project
More like this
Part 2 - Excercise
Part 2 - Excercise
More like this
Design & Customer Service - Exercise
Design & Customer Service - Exercise
More like this
Start a New Project / Opportunity from a Contact
Start a New Project / Opportunity from a Contact
More like this
Start a New Project / Opportunity from a Company
Start a New Project / Opportunity from a Company
More like this