Sales Pipeline Overview The Sales Pipeline section of the CIMcloud platform is where you will go to start a quote, manage existing quotes,...
Create a Quote Overview: Workers can create a new quote or review and edit quotes entered by customers on the website by navigating...
Place an Order for a Customer Overview: Workers can place orders on behalf of any Account and Contact they are authorized to access. To do so,...
Contact Us Submissions Overview: The Contact Us Submissions can be managed by a worker in the Worker Portal. The submissions can be viewed,...