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Quickstart Guides
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How to use Business Development features
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Operations Germany
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Delete Cookies
Business Development
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Register a Lead
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Get a Quotation Reference Number
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Modify Quotation Info
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Manage documents in the e-File
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Clone and Modify a Quotation
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Hide a Quotation
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Turn Quotations into Bookings
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Link Quotation to a Booking
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Search past quotations
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Create a New Task
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Manage Tasks
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Register FAK rates
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Pricing Templates with Values
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Pricing Templates without values
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Filter FAK Rates and Pricing Templates
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Build a Quotation
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Manage Options
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Build from Clone
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Build from Pricing Templates
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Manage Quotation versions
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Quotations Editor
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Print a Quotation
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Send Quotations from the Sales Dashboard
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Delegating and Sharing Quotations
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Attachments
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Favorite Quotes
Operations
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Create New Booking
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Copy to New Booking
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Save the addresses of parties involved
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Create an Intra-house Booking
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Dealing with Intra-house Bookings as Agent
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Create a Provisional Booking
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Link a Booking to a Quotation
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Operations Dashboard
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Filters in Operations Dashboard
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Creating Routes
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Define your Workflow
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Creating Invoices
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Invoice Cancellation
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Booking costs
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Attachments
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Edit Attachments
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Inherit route data from Booking
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Create a new Route from an existing one
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Supplier Evaluation
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Keep Notes
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Consolidated Cargo
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How to Import Bookings
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Create and print an HB/L
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Close a Booking
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Payment Requests
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Issue a HAWB
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View the Booking Summary
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How to Remove a Booking
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How to Cancel a Booking
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How to Delegate a Booking
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How to Search, Modify, and Cancel a Booking
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Importing Bookings from Search Booking
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Invoice Copying Function
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Registering Dangerous Goods in HBL
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Data export for analysis from Search Booking
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Creation of an Insurance Policy
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Shipment Dashboard
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Reuse template (cloned) (cloned)
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Mexico
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United States
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Germany
System Management
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Manage Directory Contacts
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Directory Management
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Credit Proposal and Authorization
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Understanding Administrative Groups
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Billing Codes
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Projects
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How to Register Exchange Rates
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Insurance Company Selection for Policies
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