Quoting
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      How to create Tasks from a Quote

      Need to create a task from a quote? We've got you covered! Follow the below steps

      Step 1 - Navigate to ACCOUNTS and select QUOTES. Once there, select the quote you are looking to create a task for.

       

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      Step 2 - Click within the header section

       

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      Step 3 - Click ASSIGNED TASK

       

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      Step 4 - Click CREATE NEW TASK

       

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      Step 5 - Enter the task details and hit save when ready!

       

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