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Working with...

Contacts, Projects, Tasks, Quotes, and Purchase Orders.

Articles

  • Contacts

    Add a Contact is the first step in the Quick Start process. Contacts must be added first because...

  • Projects

    A project in Orders can be considered an electronic "folder" that contains quotes, purchase orde...

  • Tasks

    Creating Tasks is the fourth step in the Quick Start process (after Add a contact, Create a pro...

  • Quotes

    To create a Quote Go to the Contacts list. Select the contact for whom you would like to creat...

  • Purchase Orders

    Create a purchase order is the final step in the Quick Start process. When you create the purcha...