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Admin

  • Setup Round Robin for Projects
  • System Loss- Dynamic Pricing
  • Summary Functions on Reports
  • How to Set Dependent Fields for Job Stages?
  • How to Enable or Disable SubcontractorHub Design Tools
  • How to Add HIS License for Your Proposals?
  • How to Add the Electrical Upgrade Included Option to Your Adders?
  • How to Enable and Manage Dynamic Columns for Projects?
  • How to Set Up Show Dealer Fee on Proposal Finance Dropdown
  • How to Set Custom Dealer Fee ?
  • How to Set Up State Tax Credits
  • How to Create a Report
  • How to Manage Referred Users
  • How to Update Stage Overdue Information with Color Coding?
  • How to Set Up Battery Pricing for Sales Organizations from EPC Organizations
  • How to Show the Parent Organization Name on Public Proposals
  • How to Add a Summary Formula
  • How to Build a Report
  • Esignature Activity Report Type
  • How to Enable AI-Assisted Request Design Additional Settings
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