Introduction to Quotes
Select the Quote icon from the Buddy Bar on BuddyCRM. You will be taken to a list of all your existing quotes....
Quote
Quotes are your response to a customer query for your products and services. Learn how to create a quote from your products, add additional information and send out to your contacts.
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How to…Add a Quote
Select Quote from the Buddy bar. Click New to add a new quote. Here you will be able to add in all of the... -
How to…View more details on a quote
Each quote created in BuddyCRM is assigned a number. In the example here, the number is 1, shown in blue....
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