Video 07 - Money Settings

In video 7 we focus on the Money Settings for the Sales Module. In here, we take a look at:

  • Adding new Deal Types, Deal Lost Reasons and Deal Pipelines
  • Setting up Quote Numbers
  • Setting up Invoice Numbers
  • Adding and managing Payment Types
  • Adding and managing VAT Rates
  • Adding Products and Services to use in quoting and invoicing
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