Contents
- Signing in
- User interface
- Navigating
- Working on accounts
- Working on activities
-
Working on opportunities
- Creating an opportunity
- Adding a contact for an opportunity
- Removing a contact from a opportunity
- Adding a focus area for the opportunity
- Deleting an opportunity focus area
- About opportunity reason code
- Adding an opportunity - opportunity relationship
- Removing an opportunity - opportunity relationship
- Adding an opportunity - project relationship
- Removing an opportunity - project relationship
- Working on business areas
- My Calendar
- Light issue management
- Quotes and Orders
- Invoices
- Common features
- Working offline