How to Create Quotes?

1. Go to CRM Menu.

2. Click Quotes Menu under Sales menu.

3. Click + Add Quote in the top right.You’ll be navigated to Creating New Quote view.

4. Enter the information related to the Quote Form and Save the form.

5. Check Quote List.

 

How to add Estimate?

<p><a href="https://salestack.in/support/article/Training/Sales/Quotes/How-to-Create-Quotes">How to add Quotation?</a></p>

 

 


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Updated: 8 months ago
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