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  1. WebForce
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CRM

Communication

  • Adding System Notifications
  • Creating an Email

Users, Customers, and Teams

  • How To View a Customer Profile
  • Blocking People From System 
  • Editing User Roles
  • Editing Users
  • Adding Teams
  • Adding Users

Orders

  • How to Edit Invoice/Quote Page
  • How to Create an Invoice/Quote
  • Creating an Order- With Video!
  • Creating a Void- With Video!
  • Issuing a Chargeback- With Video!
  • Issuing a Refund- With Video!
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