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Viewing, Downloading, and Printing Estimates in CRM

Description

This guide explains how to view, download, and print the estimates in CRM

Procedure

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

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

STEP 3 - Click on the estimate you wish to view (e.g., Warely QUO-245/12/2023).

STEP 4 - To download or print the estimate, click on the "PDF" option.

STEP 5 - You can then select "View PDF", "Download", or "Print" as needed.

Video Demonstrates the Steps Above

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