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The product tour

Take the guided tour of the platform, and replay it whenever you need a reminder.

The first time you sign in, a short guided tour points out the main areas: New request, Search, Quotes, Orders, Customers, and the Servicing, Catalog and Configure modules. It ends with a nudge to send your first request, with a sample RFQ you can paste in one click.

You can skip the tour at any time, and replay it later from the help menu.