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Once you have added a quote, you can perform various actions.   Accessing the View Quote Page From the Ubersmith Dashboard, click Sales. The Sales Manager Dashboard appears. Click View All Quotes. The Quotes page appears. Click the...

An opportunity is used to track a potential sale for either a new lead or an existing client, managed in the Sales Manager. You can move opportunities through various stages before they reach the quoting phase.  Once a service is sold and a...

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