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In this example, we've granted permission to View and Edit All Quotes as well as Create New Quotes.
Note:
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When creating a quote from Customer Portal, some basic information needs to be entered and once saved, such quote becomes visible from Quotes tab in Ascora web and more information can be added from there such as assigned user, booking, etc. by an office administrator. |
Jobs
This is where you can see jobs and even create a New Job.
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