Creating JDQuotes for prospects (Mobile)

customertrax x. Uncategorized Leave a Comment

  1. Slide the screen to the right, tap the [+] Create Prospect button.
  2. Fill out the fields with the information you have.
  3. Select […] and choose JDQuote
  4. Enter in the JDQuote information and select create
  5. Save the prospect information
customertraxCreating JDQuotes for prospects (Mobile)

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