How to customize Orders, Accounts & Field team left navigation

Here’s how to customize Go to Settings on your admin area. Find left navigation customizable options for Account, Order & FTM views. Then you can ON/OFF default tabs by using Active toggle buttons on Active column & save your changes. If want to change default label name, type new label name on the Label text filed & save your changes. […]

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New Stage – 5b) Prospect

After quote is sent, if the job looks promising even though still customer hasn’t agreed to the quote. Job admin can shift to this stage.  

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