To quickly add a quote, use the new quote shortcut, to take you straight to the add Quote detail screen.
Entered the required Quote, Task and Product (or template) information and save. You can then access the Quote from the Quotes dashboard.
Modified on: Mon, 8 Jun, 2020 at 11:52 AM
To quickly add a quote, use the new quote shortcut, to take you straight to the add Quote detail screen.
Entered the required Quote, Task and Product (or template) information and save. You can then access the Quote from the Quotes dashboard.
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