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.
Adding contacts on the fly... rather than taking the long route we can add a contact as we enter the sale using the Easy Add button.
It’s so much quicker this way.
