RM
Understanding Approval Rules
Setting a quote as Dominant
Understanding spend commitment
Adding notes to quotation, sales order and invoice line items
Overriding a product or service name on a quotation or sales order
Changing the supplier when adding a product to a quote or sales order
Outputting variable discounts & subsidies on a quotation
Linking opportunity assets to quotation items
Creating a custom service in a quotation
Duplicating a quote
Linking opportunity assets to quotation items with quotation Data Capture
Sales orders - tracking days in progress
Customer Direct Debit set-up during quotation sign