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Once converted to a Job or Quote, you can complete the rest of the steps such as adding supplies, adding booking, similar to a quote or job created within Ascora.
Tips: You can add custom fields to Enquiry so you can personalise it even more by adding the details unique to your business. Custom Fields can be added by going to Administration → Custom Fields → select Enquiry from the list. Custom field created with the same name will flow from Enquiry to Quote to Job. To learn more about adding Custom Fields, please access How to add Custom Field user guide. |