Learn How to Use the App - Day 4

Search for a Proposal and Select a Financing Option

Sales Builder Pro Version 9 updates included a major update to the Payment Section on the Options Tab and the Proposal PDF.  Please follow this link to learn more about the improved Financing Section: V9 FINANCING LINK

 

Personalize the Proposal with Notes

Sales Builder Pro Version 9 was released for iPad users and Android users iin 2022. This release includes a simplified signature tab. The Notes & Payment section and the Final Notes Section have moved from the Signature tab to the Notes tab. Follow this link to Learn More About the V9 Notes Tab: All-New Notes Tab V 9

Deal Manager: Remote Deal Acceptance 

Deal Manager is a powerful suite of tools that simplifies the work that you do. From preparing and presenting winning proposals to winning more jobs, and moving these jobs through acceptance, scheduling, and installation.

Link to Deal Manager Online Learning Center