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OpenGate Small Business Software

    Customer Support


Tutorials and Resources

Customers and Orders

  • Creating a new customer
  • Creating a new quote or order

 

Marketing

  • Creating a new marketing campaign
  • Sending mail merge letters/emails

 

 

Customer Support

 

Setup and Administration

  • Managing users
  • Setting up menus
  • Configuring dashboards
  • Setting up user-defined future use fields

 

Custom Development

  • Working with the major OpenGate Small Business functions
  • Creating custom reports
  • Developer's Guide

 



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