division divisions guide video divisional setting up divisions Setting Up Divisions

Divisions are a very simple way of organizing your estimates by department or, division. This video shows you how to set them up in LMN.

Prefer to learn by reading our quick written guide?  Scroll down!

 

 

In this video you'll learn how to:

  • Create and edit your divisions in LMN
  • Assign estimates to divisions

 

How to Setup your Divisions

Divisions are a way of organizing/tracking your estimates by department (or, division).  You can create as many divisions as you need, but we recommend you keep it simple.

When you create estimates, you'll assign each estimate a division so you report on sales by divisions using the CRM.

To create divisions follow these steps:

  1. Open the Estimate section in your menu.
  2. Click on Divisions.
  3. Click the +New icon.
  4. Enter the name for your division and click OK to save.

 

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