1
Click app switcher to access Sales app
Create a new sales quotation for the customer Jane Doe
Transcript
Step 1: Click 'Sales' in sidebar to navigate to Sales app.
Step 2: Click 'New' button to create a quotation.
Step 3: Type 'Jane Doe' in the Customer field.
Step 4: Select 'Jane Doe' from the customer dropdown.
Step 5: Click 'Save manually' button to save the quotation.
Tutorial complete.
Step-by-Step Guide
2
Click 'Sales' in sidebar to navigate to Sales app.
3
Click 'New' button to create a quotation.
4
Type 'Jane Doe' in the Customer field.
5
Select 'Jane Doe' from the customer dropdown.
6
Click 'Save manually' button to save the quotation.
