Sales & Service - Business Hub
Dashboard
Quotes
See all 11 articlesOrders
- Order overview
- Orders List
- Create order
- Edit order
- Using the Product Selector
- Add a free form product to a quote or order
Order Production Management
Quote & Order Common Tasks
- Delete draft quote/order
- View quote/order
- Assign quote/order to a sales team member
- Download quote/order sheet
- Print quote/order sheet
- View quote/order sheet
Abandoned Carts
- Abandoned carts overview
- View abandoned carts
- Manually send abandoned cart follow-up email
- Download abandoned cart order invoice PDF
- Print abandoned cart invoice sheet
- View abandoned cart invoice sheet