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Invoicing & Sales Management (Deals)
Spend more time making sales and less time doing paperwork.
14 articles
How to Customize Your Sales Desk/Deals Column View Settings
Video: Your Guide to Deals (Step-by-Step Tutorial)
How to Export Data Spreadsheets From Your System (for Deals)
Your Guide to Deal Jacket Checklists [Step-by-Step Tutorial]
How to Integrate DocuSign With Your My Little Salesman Account
Automatic Profit Analysis Within My Little Salesman
How to Edit or Update the Status of a Deal in Your Sales Desk
How to Create an Invoice for a Partial Amount (Deposit, Down Payment, etc.)
How to Account for a Down Payment in Deals (Sales Desk)
How to Create an Invoice for the Remaining Balance Due
How to Document Deal Notes
How to Select Shipping Recipient Options in Deals
How to Automatically Assign New Leads to Contact or Inventory Owners
How to How to Add/Edit Quote, Invoice, & Deal Default Settings | Sales Desk Settings