Payment Plan Plus: Order Entry for SalesUpdated On: October 14, 2020 All Sales Reports VideosMore Newest Features Released VideosAll Sales Reports Videos Create Proposals with Multiple Products8:44SalesCreate Proposals Using the Wizard6:17SalesCreate Proposal Skipping the Wizard5:48SalesConvert a proposal into contract1:12SalesGroup Buy Proposal3:337SalesMobile App Business Card Scanner2:40SalesReorder Line Items on Proposal2:42SalesAdding Production Charge1:35SalesSending a Proposal1:56SalesProposal and Orders List Update 2:05SalesSearch: Quick, Basic, Advanced8:12SalesSales Reports12:11SalesWidgets4:12Sales More Newest Features Released Videos 2017 New Site Layout9:34New FeaturesAdd/Remove a Customer File3:33New FeaturesAdding a New Contact3:04New FeaturesAdvanced Search My List2:27CRM Features & FunctionalityContact Import Tool8:13New FeaturesPayment Plan Plus6:03Accounts Receivable Features & FunctionsPayment Plan Plus: Sending & Paying installments 19:02Accounts ReceivablePayment Plan Plus: Setup for Admins8:22ManagementPortal Setup and Management 11:05CRM Features & FunctionalityPortal User Walkthrough4:41CRM Features & FunctionalitySearch Notes and Activities5:59New FeaturesThe App (Android & iOS)12:26New FeaturesUpdating Contact Information2:16New Features
