divisions guide divison Setting up 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.

How to setup your divisions...

  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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