CounterGo Quick Start Guide - Experienced User
WELCOME TO COUNTERGO!
This Quick Start Guide is a collection of videos designed to refresh your CounterGo skills. For more articles and videos, see Related Articles at the end of the list.
If you have questions or would like to set up a call, email our friendly CounterGo experts at firstname.lastname@example.org.
See the full collection of How-To Videos.
You can quickly customize your Quote & Orders Forms with your logo and contact information. Forms determine how your Quotes & Orders look when you send them to your customers.
Find more about Forms, visit the CounterGo Knowledge Base.
Create an Email Template so you can email Quotes & Orders to customers directly through CounterGo.
Find more about Printing and Emailing, visit the CounterGo Knowledge Base.
We recommend starting your CounterGo pricing with a single Price List. Ideally, use one Price List for your highest prices and then add discounts for builders and dealers. The fewer Price Lists you have, the fewer you’ll need to update later.
Find more about Price Lists, visit the CounterGo Knowledge Base.
Convert Quotes to Orders once a customer decides to go forward and you can Invoice, Record Payments, and track your sales through CounterGo.
Find more about Orders, visit the CounterGo Knowledge Base.