Welcome to our Online Support Center

Click a link below to jump to a specific topic, which are organized by Department and Tabs. All videos are created by Jing and hosted on Screencast.com.  When you've finished viewing a view,

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General Navigation

 

Introduction
 

Features
 
   

Home Page

 

The Basics
 
 

The Basics - Replication (SalesPro Team only)
 
 

File Attachments & Labels
 
 

Personal Data
 
   

Appointments Calendar
  Appointments & To-Do List
 
   

CRM - Contacts Resource Manager
  Managing Companies, Contacts and Contact Notes
 
   

Product Catalog & Price Books
  Managing Product Lines and Models
 
Deciding on a Sales Style Click here to see the video

The Product Catalog - Using the Features & Options Style, and Update Prices Utility  

The Product Catalog - Using the Off-The-Shelf Style  

Defining Price Books  

Using Alternative Pricing  

Product Lead Times  
   

Sales Department

  Managing Quotes & Orders
 
   

Travel Expenses
  Employee Expenses
 
   

Administration
  General Utilities
 
 
 
  System Administration Utilities
 
  Remote Administration - SalesPro Team only
 
   

Report Designer
  Designing Print Options for your system                                   Click here to download the Report Designer Users Guide (PDF Format)
 
   

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