TestFit Portal

Articles covering how to manage your deal pipeline and assets.

• The Home Screen
• How to add a note to a deal description
• Resource Permission Levels
• Pipelines
• Saving a Deal
• Saving Assets
• Opening Deals
• Deleting Deals and Assets
• Restoring or Deleting Deals and Assets in the Trash
• Viewing Deals
• Sharing a Deal from the Deal Pipeline
• Creating A Cost Model
• Automatic Quantity Takeoffs