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In this tutorial, Nick explains how to send invoices or quotes using the monday.com platform. He guides viewers on locating and using the invoices and quotes feature, as well as how to share or send them. After logging into monday.com, users should navigate to their home screen and access the CRM system. Nick demonstrates the process from the CRM's deals area, encouraging first-time users to utilize his link for support. For those unfamiliar with setting up the CRM, he offers additional resources for assistance.