Getting Started Creating a Quick Quote
Method One: Open an existing company record and select "Create a Quick Quote." This will automatically add the company to the Quick Quote window.
Method Two: Open an existing contact record and select "Create a Quick Quote." This will auto-add both the company and contact information to the Quick Quote window.
Method Three: Select "Quick Quote" from the "New" menu on the left main toolbar to open a blank form and fill in the necessary information.
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