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Name: Sales Automation Suite (SAS)
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Explore 84+ step-by-step guides, configuration playbooks, and operational documentation across all SAS applications.

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Select an application module to explore its dedicated documentation and tutorials

Accounting

0 articles

Activity

12 articles

Calendar

3 articles

Complaint

3 articles

CRM

17 articles

Dealers

9 articles

Discuss

4 articles

Inventory

9 articles

Purchase

8 articles

Sales

16 articles

Sample Request

3 articles

Sample Request Documentation

Filtered by:Sample Request

Manage Sample Request

(3)

Sample Request

How to Use the Sample Request Dashboard

The Dashboard will show the data based on the Sample Request Status and also Priority.

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Sample Request

How to Update and Manage Sample Request Configurations

Priority: You can add New Priority from here. Sample Request Status: You can add New Sample Request Status’s from here, can also set the different color for different status and...

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Sample Request

How to Add Sample Request

Click on “New” to add New Sample Request Data It will open new form which you have to fill: Select Dealer, Set the Opportunity, Set Lead, Select Priority, Select Reporting...

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