User

Derek Torres

Member since
Total activity 120
Last activity
Following 0 users
Followed by 0 users
Votes 0
Subscriptions 48

Activity overview

Latest activity by Derek Torres

  • Derek Torres created an article,

    Manually Setting Up Maintenance Proposals in ServiceTrade

    Important Note: NorthBoundary is now SalesManager. SalesManager retains all of the customer relationship management and proposal automation benefits of its predecessor, allowing you to create propo...

    • Derek Torres
    • Updated
    • 2 followers
    • 0 comments
    • 0 votes
  • Derek Torres created an article,

    Asset Type Manager - Import Alternate Type List

      In SalesManager, you can set an Asset Type for Alternate Export Listing using the Asset Type Manager for each asset type. This is useful if you need to create custom asset export templates for ma...

    • Derek Torres
    • Updated
    • 1 follower
    • 0 comments
    • 0 votes
  • Derek Torres created an article,

    Using and Customizing Opportunity Labels

    Important Note: NorthBoundary is now SalesManager. SalesManager retains all of the customer relationship management and proposal automation benefits of its predecessor, allowing you to create propo...

    • Derek Torres
    • Updated
    • 1 follower
    • 0 comments
    • 0 votes
  • Derek Torres created an article,

    Supported Devices / System Requirements

    Important Note: NorthBoundary is now SalesManager. SalesManager retains all of the customer relationship management and proposal automation benefits of its predecessor, allowing you to create propo...

    • Derek Torres
    • Updated
    • 1 follower
    • 0 comments
    • 0 votes
  • Derek Torres created an article,

    Project Management - General Setup Menu

    Important Note: NorthBoundary is now SalesManager. SalesManager retains all of the customer relationship management and proposal automation benefits of its predecessor, allowing you to create propo...

    • Derek Torres
    • Updated
    • 1 follower
    • 0 comments
    • 0 votes
  • Derek Torres created an article,

    Assigning Multiple Organizations to Users (Mar 12th, 2024)

    Important Note: NorthBoundary is now SalesManager. SalesManager retains all of the customer relationship management and proposal automation benefits of its predecessor, allowing you to create propo...

    • Derek Torres
    • Updated
    • 1 follower
    • 0 comments
    • 0 votes
  • Derek Torres created an article,

    Supported Tags for Word Document Templates

    Important Note: NorthBoundary is now SalesManager. SalesManager retains all of the customer relationship management and proposal automation benefits of its predecessor, allowing you to create propo...

    • Derek Torres
    • Updated
    • 1 follower
    • 0 comments
    • 0 votes
  • Derek Torres created an article,

    ServiceTrade vs SalesManager Labor Cost and Price

    Important Note: NorthBoundary is now SalesManager. SalesManager retains all of the customer relationship management and proposal automation benefits of its predecessor, allowing you to create propo...

    • Derek Torres
    • Updated
    • 2 followers
    • 0 comments
    • -1 votes
  • Derek Torres created an article,

    Services Provided Templates

    Important Note: NorthBoundary is now SalesManager. SalesManager retains all of the customer relationship management and proposal automation benefits of its predecessor, allowing you to create propo...

    • Derek Torres
    • Updated
    • 1 follower
    • 0 comments
    • 0 votes
  • Derek Torres created an article,

    Using the Survey Manager for Office Staff

    Important Note: NorthBoundary is now SalesManager. SalesManager retains all of the customer relationship management and proposal automation benefits of its predecessor, allowing you to create propo...

    • Derek Torres
    • Updated
    • 1 follower
    • 0 comments
    • 0 votes