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CRM Document Flow

Lead and opportunity statuses with Qualify, Convert, Won, Lost, and stage moves.

Purchasing

Purchase requests, orders, vendor management, and receiving.

Purchasing Document Flow

PR → RFQ → PO → GRN → Return — statuses, approvals, Actions menus, and Document flow timeline.

Recurring Document Flow

Recurring agreements, periodic occurrences, engine pre-checks, review queue and the AR / ETA / GL hand-off.
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