Datasheets are the first step in entering information into the system. They are used to collect information about a potential bid or job before it is created. Datasheets can be assigned to a specific salesperson. Doing this will generate a notification email that lets them know a new datasheet was created and assigned to them. From there the user can create a bid, set follow-up appointments, and reference any Request Questions.
Tutorial Video Links:https://youtu.be/oPI28vlLKdA