Title
Managing Estimate Requests in CRM
Description
This guide explains how to manage the estimate requests in CRM
Procedure
STEP 1 - To view estimate requests, select "Estimate Request" from the Dashboard.
STEP 2 - Click on the estimate request you want to view.
STEP 3 - In the estimate request view, click "More" to access additional options, such as marking the request as cancelled, processing, or completed.
STEP 4 - To convert the estimate request into an estimate or proposal, select "Convert".
Video Demonstrates the Steps Above