-
How Do I Manage Changes to Solutions After the Sale?
See Revise Sold Solutions and Process Change Orders.
-
How do I delete a project?
You must have Administrative or Sales Management permissions to delete a project. Projects can only be deleted from the Sales screen, or from the project Search results.…
-
How to Change the Customer for an Existing Project?
This article describes how to change the Customer for a given Project. There are two separate scenarios where you may need to change out the Customer on an existing project:…