Adding a quote

By adding quotes you can easily track your potential orders.

  1. Click Add and select Quote from the drop down.
  2. Enter in the customer's name.
  3. Select the date for the quote.
  4. In the table enter the items and quantities you want to order.
  5. If you want to email the quote to the customer tick the Send Email button.
  6. Click Save.
You can also create quotes for leads if the contact is not a customer yet.
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