KnowledgeBase

Search or browse in depth articles, software resources and videos on everything about Appward.

Sales

Leads

  • Getting Started with Leads - The Leads app is a tool for capturing, tracking and managing these leads that your company has generated. This guide will go over the full lead pipeline from adding new leads to editing lead information and following up with prospective customers.

Deals

  • No articles found.

Installations

  • Getting Started with Installations - The Installations app provides a centralized solution to track and manage installs with easy access to information such as installation schedules, product details and customer requirements.

Quotes

  • No articles found.

Support Contracts

  • No articles found.

Territories

  • Getting Started with Territories - This guide will cover everything you need to know about the Territories app including where territory records come from, how to navigate the app and how to configure your default app settings to suit your preferences.