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quotations

Jeremy shared this question 8 years ago
Answered

Where is the quote page how do you quote a client

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You can view the customer Quote Request Form by going to Settings, Then clicking on the blue circle icon near the top left (a few links below the Setup Wizard green stars).


Filling out this form creates a Lead in the back end on the Leads page. You can also create leads manually on this page by clicking the "new lead" icon on the bottom right.

Would you like to set up an appointment to do some training on the software over the phone? We're in the office 9am-5pm in the Eastern time zone.

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