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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