AMP Sell: Pre-Posal

How to Edit an Order Form in AMP Sell
Once items are added to the cart, they will appear on the Order Form. From here, you can easily edit various fields to customize the order. Below is a visu...
Mon, Dec 23, 2024 at 11:55 AM
How to Email a Proposal or Presentation
Sending a proposal or presentation to a customer is an effective way to showcase the products they are considering. These visual tools can include detailed...
Mon, Dec 23, 2024 at 12:06 PM
How to Email a Full or Filtered Catalog in AMP Sell
In AMP Sell, you can quickly email or print either the full product catalog or a filtered version tailored to specific needs. Follow these steps to share t...
Mon, Dec 23, 2024 at 12:20 PM
How to Copy/Duplicate Orders on iPad
If you accidentally start an order under the wrong customer, you can use the Copy/Duplicate feature to move your cart to another customer’s record. This fea...
Mon, Dec 23, 2024 at 12:26 PM