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Edit Estimate Date in CRM

Description

This guide explains how to edit the estimate date in CRM

Procedure

STEP 1 - Access the Dashboard and select "Sales".

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

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

STEP 4 - Click " Edit" Enter the new expiry date and click "Save".

Video Demonstrates the Steps Above

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