To create an Enquiry to the Job:
- Head to Enquiries.
- Select an Enquiry.
- Select Copy To Job.
- Either select an existing Customer or Create a New Customer (the contact fields may auto-populate based on how someone filled the Enquiries form).
Additional Information
When you copy your enquiry to the job it will create a new job, and you won`t have the option to use a template. If you would like to use: "Job from Template ", you need to create a new job.
Comments
Please sign in to leave a comment.