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Courses
F.A.Q.
Infos utiles
La société
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MyBusiness Manufacturer
My account
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Directories
Contact creation (Customer user)
Deleting a contact (customer user)
Creation of a company (customer)
Deleting a company (customer)
Modify contact information
Set up a purchase discount for a customer
Monitor my customer's BatiTrade activity
Lead Management
Opportunity Management (Lead)
Projects
Create a configured project that is not associated with a quote
Generate a quote based on a configured project.
Quote
Add Installation/Delivery to a quote
Print or Download a Quote
Duplicate an entire quote
Duplicate (or create a variant of) a quote line item
CRM
Create an event in the calendar
Create a visit report