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Getting Started
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Help Center
Getting Started
Getting Started
Basics
Managing payments
Teams
Managing financed opportunities
Settings
Getting Started
Quick guides to creating accounts, managing opportunities, and providing payment options to customers
How to add an opportunity manually
Basics
Understanding user roles and permissions
How to manage opportunities and keep track of activity
Understanding the Fortify data model
How to create an opportunity
How to share a proposal with a client through the client portal
What to expect from credit reviews
See more
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