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Basics
Sales
Sales
The basics of the sales module
By Ren and 2 others
3 authors
12 articles
Sales Basics
How to Send a Template Email or SMS Message to a Customer
Handle and Track Lost Leads / Opportunities
Use the Customer Mobile-Friendly Inventory Tool
Request Digital Signatures From a Customer
Find a Signed Document
Sales FAQs
What to do When Opportunities are Not Booked Before their Move Date
How to Lock the Inventory
How to Clear Inbox Notifications
How to Cancel an Opportunity
Delete an Opportunity
Blocking Off Days
Note Templates