Search Knowledge Base Articles

Managing Estimate Requests in CRM

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."

Did you find this article useful?

Create New Customer in CRM

Step 1: From the Dashboard, locate and select the "Customer" option. Step 2: In the Customer section...
Import Customer Data CRM Process

Step 1: Navigate to the Dashboard and choose the "Customer" option. Step 2: Within the Custome...
View Existing Contacts In CRM

Step 1: Access the Dashboard and select "Customer." Step 2: Within the Customer section, choose...
Editing Customer Details in CRM

Step 1: Go to the Dashboard and select "Customer." Step 2: In the Customer section, place your curso...
Creating Proposals in CRM

Step 1: In the Dashboard, locate and select the "Sales" section. Step 2: Inside the Sales section, f...

Search Knowledge Base Articles

Managing Estimate Requests in CRM

Did you find this article useful?

Related Articles

Create New Customer in CRM

Import Customer Data CRM Process

View Existing Contacts In CRM

Editing Customer Details in CRM

Creating Proposals in CRM