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Operation Management
Operation Management
Explore the different ways to use operations and how they can help with managing costs and clients.
Setting up a new Operation
Adding a new operation
Add, edit or disable operation users
Margin configuration and calculations
Setup different payment details for client invoices
Operation default settings
Managing Operations / Clients
Operation management
The foundU CRM, operations contacts and prospects
Importing contacts to an operation
Change invoice payment details
Rates Books
Rates book templates
Export and import operation rates books
Bulk update operation allowance rates
Operation specific allowance rates