Inside Sales View vs. Outside Sales View- this article explains the difference between the Inside Sales View of a Project vs. the Outside Sales View of a project.
Creating an O4 Project- this article discusses creating an O4 project.
- The General Tab of an Project in O4
- Adding a Customer to a Project in O4
- Adding Phases and Bids to a Project in O4
- Adding Conversations to a Project in O4- this article walks through adding conversations to a project in O4.
- O4 Bill of Materials Quick Edits
- Receiving RFQ Responses
Manipulating Prices in a Project- the articles listed below discusses manipulating pricing in the bill of materials of a project. This is used for reference to determine how pricing will change with a percent increase or decrease.
Printing Quotes- the articles listed below discuss the various print options for a quote in O4.