Steven has responded to this email on the same day he received it.
Let's create and send a quote to Uptown Beauty for supply of the unit and 2 hours of installation time.
Then assume Rachel has accepted the quote and Steve can complete the job that same day.
Let's convert the quote to an invoice.
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Adding contact on the fly... rather than taking the long route and adding them using the Contacts page, we can add a contact as we enter the sale. using the Easy Add button. It’s so much quicker this way.
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When creating a quote, you can set how long it's valid for by setting an expiry date. |