Related Articles
Attach Files to Events
To enable the ability to add an attachment (PDF, image, spreadsheet, etc.) to an event, go to Settings > Team Settings then while on the Team tab select the team from the list above. For example, if we want to be able to add PO ...
Quote to Cash Process
The Quote to Cash process in Sandbox is customizable. Other internal steps may be added for pricing, contracts, and approval, but this is how the base process flows which will provide your organization with the understanding to develop your own full ...
Sales Invoice
The most common way to create an invoice is from a Delivery Event. Click the Generate Invoice button Confirm the products/quantities to invoice Click save to create the Invoice Invoice will be automatically sent or be required to be sent manually ...
Sales Training
Below you will find links to knowledgebase articles that a Sales user should be well versed in to do their job efficiently. After reviewing these articles, you will find a series of tasks to be completed to ensure that there has been a knowledge ...
Job / Shipto
All sales events can include a job name or shipto information. This will provide an accurate address for product delivery and allow tracking of jobs by the customer. A job/shipto can be selected from the left panel below the customer information. A ...