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  1. Intelligent Mobile Support
  2. LEARN HOW TO USE THE APP
  3. Learn How to Use the App Series

Learn How to Use the App Series

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Step by Step Instructions for Sales Builder Pro App Users

  • Install the App on Your Tablet
  • Install Sales Builder Pro on your Android Device
  • Build a Quote - Flowchart
  • Build Your First Quick Proposal in Less Than 5 Minutes!
  • Discount equipment, accessories and services
  • Add Overall Job Items to a Proposal
  • Install Manager Pro - Add Overall Job Costs, Installation Kit Items and Labor Options to a Quote
  • Install Manager Pro - 'SMART MATERIALS' - Ductless Install Kit items
  • Personalize the Proposal with Custom Notes
  • Signature Tab
  • Signature Tab Customize the Proposal for your Customer
  • Navigation Menu - Comfort Consultant User Settings
  • Financing Compare Plans and Recommend a Program
  • Schedule a Sales Call
  • Navigation Menu (Release 8)
  • Adjust the Sales Price for Job Complexity
  • 3 Ways to Present Your Company's Value Proposition
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