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Mark Estimate in CRM

Description

This guide explains how to mark an estimate 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 mark (e.g., Warely QUO-245/12/2023).

STEP 4 - Click "More" and select one of the following options: Mark as Expire, Declined, Accepted, Sent.

Video Demonstrates the Steps Above

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