Create a Job from a Quote

Typically once a Quote has been accepted the next logical step would be to create a Job for the work activity.  We show you how you can Create a Job from a Quote in this article.

Step one: Navigate to Quotes from Accounts and select the Quote you would like to Create a Job for.



Step two: Select More from the Actions bar and then select Create Job from Quote



Step three: Fill in the Add Job form




After hitting Save, you will now see your newly created Job



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