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How to Create a New Lead Booking.
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How to Add Documents, PDFs and Images to a Lead Booking.
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How to Link a Client to a Lead Booking - Lead Booking.
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How to Export Client Manifests.
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How to Send a Receipt.
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How to Update Financials for a Confirmed Lead / Booking.
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How to View, Edit and Email an Invoice.
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How to Add a New Trip to a Lead Booking.
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How to Use Custom Payment Links on a Client Invoice.
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Best Practices for Sales Stages and Effective Client and Booking Management