User Tools

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Getting started

Solar eCRM Setup

Leads Module

Quote Builder

Orders Module

Shipping Module

Invoice Module

Installation Module

Task Module

Document Management Module

Corporate Company


Quote Export

Advanced options are provided in the Quote Tools tab. All data in the quotes module can be exported into csv format. Clicking the Export link shown below in quote page will export data into csv file.

Quotes > Quote Tools > Export

quote_export.txt · Last modified: 2019/02/28 13:20 (external edit)