- Knowledge Base
- Working with Jobs & Tasks
- Job Management
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.
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Step two: Select More from the Actions bar and then select Create Job from Quote
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Step three: Fill in the Add Job form
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After hitting Save, you will now see your newly created Job
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