Converting Quotes to Bookings

Converting Quotes to Bookings


Converting Quotes to Bookings



In this video (4:35) we will cover the following topics-

  1. Converting a quote to a bookings
  2. Primary Contacts
  3. Operations Contacts
  4. Billing Contacts
  5. The conversion modal functions
  6. Converting a quote without a associated contact
  7. Creating a contact while converting a booking



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