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 to track where every project stands across your team's workflow from first contact to completed job.
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.