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Copy Estimate in CRM

Description

This guide explains how to copy the estimate in CRM

Procedure

STEP 1 - Start by selecting "Sales" from the Dashboard.

STEP 2 - In the Sales section, choose "Estimates".

STEP 3 - Locate the estimate you want to copy (e.g., Warely QUO-245/12/2023).

STEP 4 - Click "More", then select "Copy Estimate".

STEP 5 - Provide the customer's company name and address, and add products as needed.

STEP 6 - After entering the details, click "Save" to save the copied estimate.

Video Demonstrates the Steps Above

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