Creating and Editing Cases To create a new Case, Simply click on the Cases Icon from the Buddy Bar. You will then be directed...
Adding and Editing Quotes To add a Quote, go to the Buddy Bar and click the Quote Icon. You will then go to the main...
How to…Create and Edit a Contact Search for the record you wish to add a contact to by using the search bar. Once you have found...
Editing a Record Card Search for the Record you wish to view in the Search box at the top of the screen and click...
