Phone- IOS & Andriod

Clone Quote
1) Click on the Quote tab.  2) Select the Quote. 3) Once you are on the Quote Details page, click on the upper " ..." icon.  4) Cli...
Mon, 17 Aug, 2015 at 4:26 PM
To Comment On a Quote
1) Click on the Quote tab.  2) Select the Quote. 3) Click on the "Comments" bar on the top menu.  4) Add A comment.   5) Click on "a...
Mon, 17 Aug, 2015 at 4:43 PM
To Comment On a Quote
1) Click on the Quote tab.  2) Select the Quote. 3) Click on the "Comments" bar on the top menu.  4) Add A comment.   5) Click on "a...
Mon, 17 Aug, 2015 at 5:22 PM
To View Quote History
1) Click on the Quote tab.  2) Select the Quote. 3) Click on the "History" bar on the top menu.  4) You are able to view the history associa...
Mon, 17 Aug, 2015 at 5:23 PM
To Delete A Quote
1) Click on the Quote tab.  2) Select the Quote. 3) Once you are on the Quote Details page, click on the upper " ..." icon.  4) Click o...
Mon, 17 Aug, 2015 at 5:26 PM
Convert A Quote To A Contract
1) Click on the Quote tab.  2) Select the Quote. Note: You can only convert a quote to a contract if the quote has been approved.  3) Once you are on th...
Mon, 17 Aug, 2015 at 5:29 PM
Add A Contract
1) Click on the Contract tab.  2) Select the Contract. 2) Click on the upper "+" button to create a quote.  3) Fill out title, custom...
Tue, 18 Aug, 2015 at 9:31 AM
Editing a Contract
1) Click on the Contract tab.  2) Select the Contract. 3) Click on the contract you want to edit.  4) You will see the contract details.  5) Click...
Tue, 18 Aug, 2015 at 9:33 AM
To Delete A Contract
1) Click on the Contract tab.  2) Select the Contract. 3) Once you are on the Contract Details page, click on the upper " ..." icon.  4) Cl...
Tue, 18 Aug, 2015 at 9:38 AM
Clone Contract
1) Click on the Contract tab.  2) Select the Contract. 3) Once you are on the Contract Details page, click on the upper "..." more ic...
Tue, 18 Aug, 2015 at 9:45 AM