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Dashboard module
- Dashboard tab
- Classic Dashboard tab
Opportunities module
- Opportunities tab
  - Opportunity page
- Offers tab
Quotes module
- Smart quote page
  - Smart quote statuses and actions
  - Quote card
- Classic quote page
  - Quote menu
  - Quote display
Projects module
Clients module
Vendors module
Invoicing module
CRM module
- Communication and Planning tab
- Mailboxes tab
Reports module
Glossary

XTRF Home Portal Modules

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XTRF Home Portal Modules
Vendors module
Vendor profile
Main data tab (Vendors)
Invoicing subtab (Vendors)

Invoicing subtab (Vendors)

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Last modified: May 24, 2024

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