About this course:
This course will show you how to approve and send a Simple Quote when using the Field.
Once you complete this course, you will be able to:
- Update the status of a Simple Quote to Approved
- Attach an Online Quote link to an email via email template
- Email a PDF copy of the quote to the Client
Navigation.
Use the callout prompts to move through the course.
This course contains a simulation of AroFlo.
Approve and Send a Quote
Content Types:
In this course, you will learn how to approve and send a Simple Quote when using the Field.