Creating and Managing Contacts

Creating and Managing Accounts

Technician Tasks

Managing Customer Locations

Using Mobileforce FSM with Sugar CRM

Proposals/Quotes

Add Product UI Layouts

Add Quote UI Layouts

Form tab - Quote UI Layout

Creating Forms

Managing Line Items

Creating a Quote for your Proposal

Approval Email Templates

Application-Level Control of Properties

Configure, Price, Quote (CPQ)

Using CPQ with CRM

Forms Tab - Forms Publisher

General tab - Forms Publisher

Editing Forms

Forms