Proposal Tracking Course Easily record and track illustration requests using the Proposal Tracking workflow. Learn how to quickly add a prospect and illustration and then convert the information into a pending case.

Then, learn how SmartOffice and the WinFlex Web integration work together using the Proposal Tracking module. WinFlex Web exports data from SmartOffice to the WinFlex Web illustration software, saving you time when you run illustrations with client data.

Let us know what you think! Once you've finished watching the training movies, please take a moment to give us some feedback on the Proposal Tracking Course.

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