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1 ·
Add seller
2 ·
Type in address
3 ·
Create Case
4 ·
Select references
5 ·
Save Sold references
6 ·
Save offered references
7 ·
Save Buyer Information
8 ·
Go to Documents
9 ·
Open your salesplan
10 ·
Print your sales plan
11 ·
Need further assistance
How to create a case in BusySunday
1/11
1 ·
Add seller
Create a new Sales Case by pressing "add seller". This is the first step in creating a new case.
Close menu
1 ·
Add seller
2 ·
Type in address
3 ·
Create Case
4 ·
Select references
5 ·
Save Sold references
6 ·
Save offered references
7 ·
Save Buyer Information
8 ·
Go to Documents
9 ·
Open your salesplan
10 ·
Print your sales plan
11 ·
Need further assistance
Try Guideflow
Sign in
