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Visualize your performance with a Pending Quotes graph.
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Quick Navigation
Create a New Sale (Quote): Start a new lead by clicking the +New Sale button.
Search for Quotes/Orders:
Use the Search button to navigate to the Quotes search page.
Use the Navigation Tiles to quickly find leads in the related function.
Use the Order No./Barcode search box to quickly navigate to an order.
Quickly navigate to recently viewed quotes.
View the Calendar:
Access the calendar to review scheduled follow-ups and appointments.
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