Sales Manager

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Sales Manager

First, we will re-visit Appointment Results and Result Detail values.

Then we will introduce you to the Fields on the Sale page, how to Approve and Cancel Sales in improveit 360.

We will introduce you to Receipts and Adjustments; this record type is how improveit 360 allows your company to track Payments and Credits applied to a Sale. 

Finally, we'll discuss Sale Modifications and Change Orders.