CRMworx Software

Booked Orders

Booked Orders

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Booked Orders

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bookordercheckbox

 

The "Booked Order" checkbox allows a CRMworx Admin User to "Lock a Proposal" from being edited or deleted by a Account Mgr/Sales Rep.

 

Related Topics:

 

Adding & Changing Proposals
Adding & Changing Items
View Booked or Sold Orders