Installation Company ERP / CRM


How To Add a Sold Value (Net)

To Do This:

  1. Within your Lead page, scroll down to the ‘Sold Value (Net)’ and enter a value.
  2. Select ‘Update’.
  3. If you mark the Lead as ‘Mark as Sold’, you will be asked to confirm the Sold Value (Net).
  4. If you’re happy, select ‘Confirm’.

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