+1-757-461-3022 x124

Library

Primary tabs

Managing Opportunities

How to manage opportunities. Explore managing your pipeline, leads, and marketing. Converting quotes to sales orders will also be covered.


User Preferences - Part 1

Learn about user roles, “free-floating” vs. “inside the desktop” windows, alternating row colors, ignoring translation errors, spell check, idle timeouts, preferred sites, text editing options, default ellipses actions, and menu preferences.


User Preferences — Part 2

Learn how to configure user preferences to create shortcuts and reminders. Video also discusses hot keys, events, alarms, password maintenance, and script debugging.


User Preferences - Part 3

Explore more details related to user and employee preferences. Learn how to create employees, maintain roles, and rescan privileges.