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