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Sales Pipeline

  • 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,...
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