Working With Orders/Quotes
The list of orders/quotes is available in the Orders section via the Orders link in the left hand navigation.
From the Order List, you can filter orders/quotes by date range, status, stage, type (order or quote), salesperson - and each column is sortable and searchable.
You can also access the order/quote summary to print or email by clicking on the printer icon next to each order.
To view the order, click on the order #.
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