Stone Profits Help Manual
  • Home
  • Intro
  • Presales
  • Purchases
  • Inventory
  • Sales
  • Accounting
    • Receivables
    • Payables
    • Banking
    • General Ledger
  • Reports
  • Schedule
  • Contact Us
  • Home
  • Intro
  • Presales
  • Purchases
  • Inventory
  • Sales
  • Accounting
    • Receivables
    • Payables
    • Banking
    • General Ledger
  • Reports
  • Schedule
  • Contact Us
Stone Profits Help Manual

Presales

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OVERVIEW
  • Opportunities​
  • Visits (Distributors)
  • Quotes (Distributors)
  • Quotes (Fabricators)
  • Holds (Distributors)
  • CRM
PROCEDURES
  • Create an Opportunity
  • Create a Quote (distributors)
  • Add Option Pricing
  • Printing Quotes
  • Converting a Quote to a Sale
  • Create a Hold
  • Releasing Holds
  • Printing Hold Letters & Labels
  • Creating a New Visit
  • Printing Visits (Selection Sheets)
  • Creating a CRM Event
  • CRM To-Do List & Calendar
COMMON QUESTIONS
  • Unable to Change Billing Customer
  • Export to Excel
  • New Quote/SO Interface