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Salesperson Learning Track
First Thing You'll Want to Do
Step 1: Add Customers
Step 1: Add Customers
Fred Pape avatar
Written by Fred Pape. Updated over a week ago
  1. How To Create a Customer and/or Lead | SynkedUP Help Center

  2. How to Link Your Customer with a Quickbooks Customer | SynkedUP Help Center

  3. Onboarding Step 10 - How To Import Your Customers into SynkedUP | SynkedUP Help Center


Full Learning Track

Welcome!

Step 1 (you are here)

Step 2 - How to Schedule a Consultation

Step 3 - How to Build an Estimate

Step 4 - How to Send a Proposal

Step 5 - How to Schedule a Job

Step 6 - How to Read the Job Costing Report

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