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For marking a quote as sent you have to follow a few steps:

Click on Quotes submenu from CRM module.

Click on Mark as Sent, click on date field and select a date from the calendar then click on Save.

1. Click on Quotes submenu from CRM module.
2. Click on a quote.
 New
3. Click on Mark as Sent, click on date field and select a date from the calendar then click on Save.
 mark

How do I mark a quote as sent?

Find answers and get help from Intercom Support and Community Experts

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