All Sales articles
5 articles
- Create a ProposalLearn how to build and send a Proposal to a customer directly from a Project using the Payments feature.
- Create a Price Book for ProposalsCreate a centralized Price Book to create consistent Proposals across your Projects and streamline your workflow.
- Creating and Managing CustomersLearn how to create and manage Customer records in CompanyCam to track project history, contact details, and new work opportunities.
- Using Project BoardsLearn how to use Project Boards in CompanyCam to track projects through your pipeline, move them between phases, and create multiple boards on the web or in the app.
- Sales Features in CompanyCamLearn how CompanyCam's sales features help you track leads, build Proposals, manage Customers, and see where every Project stands in your pipeline.