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Last Updated: 05/07/2026
in Sales Home CRM Sales Workflow
The initial phase of the Sales CRM Workflow involves the creation of a prospect account and a lead. This two-part process is outlined below and includes related article links to gain a comprehensive understanding of setup and functionality for eac...
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Pathway: Accounts > Search > Account (Customer Service Screen) > Orders, Quotes and Contracts This article details the Add Proposal form available in the Orders, Quotes and Contracts section of a site. Proposals are created for a vari...
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This article provides an overview of basic navigation within the Navusoft product. User Account Select the user account drop down to log out, edit your screen display and account information, or to reference the system version yo...
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Last Updated: 05/07/2026
in Database Home
Overview The Database Query tool provides direct access to the operational data within Navusoft. It is designed so that data can be pulled based on current needs, from very high-level to laser-focused for analysis and reporting. It is designed ...
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Last Updated: 05/06/2026
in Accounts Home Services
In Navusoft, rebates can be configured in three flexible ways: as a percentage, as a flat amount added on top of an index, or as a percentage of an index after a defined baseline. This allows rebate structures to be tailored to spe...
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Last Updated: 05/05/2026
in Accounts Home Services
Pathway: Customer > Search > Accounts The following process applies to scheduling on-call orders. Fields in red are required and must be completed in order to save and schedule the order. Fill in any additional fields based on your com...
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An issue has been resolved in Edit Active Service that caused the previous service day(s) to be retained when a new service day was selected and saved. Pathway: Customer Service (Accounts) > Edit Active Service ...
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Last Updated: 05/05/2026
in Database Home
Overview The Database Query tool provides direct access to the operational data within Navusoft. It is designed so that data can be pulled based on current needs, from very high-level to laser-focused for analysis and reporting. It is designed ...
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Last Updated: 05/05/2026
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The Update Yard screen includes a Geo Locate button next to the Address Line 1 field. Selecting this opens the Set Yard map, where a location pin can be placed to accurately define the yard’s position for driver navigation and routing. ...