Proposal and Orders List UpdateUpdated On: October 26, 2020 All Sales Reports VideosMore CRM Features & Functionality 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 Proposal1:56SalesPayment Plan Plus: Order Entry for Sales13:03SalesSearch: Quick, Basic, Advanced8:12SalesSales Reports12:11SalesWidgets4:12Sales More CRM Features & Functionality Videos Advanced Search7:49CRM Features & FunctionalityCustomer Support Menu7:01CRM Features & FunctionalityEmail Capture - Blind Copy Function2:03CRM Features & FunctionalityGoogle Calendar Integration1:56CRM Features & FunctionalityNavigation & Dashboards16:18CRM Features & FunctionalityNavigation Bar Setup3:34CRM Features & FunctionalityNotes & Activity search10:14CRM Features & FunctionalitySchedule Callbacks best practices6:20CRM Features & FunctionalitySearch Tool5:22Getting StartedSitewide Defaults18:01CRM Features & FunctionalitySwitching Primary Contact3:24CRM Features & FunctionalitySystems Panel2:07CRM Features & FunctionalityUser Notification3:04CRM Features & Functionality