...
When you convert an Enquiry to a Quote or a Job, any information captured on the Enquiry Card will be carried over onto the new Quote or Job Card. Ascora will also create a new Customer Card at the same time.
On the Enquiry Card, click the Create Customer and Convert Enquiry to Quote or Create Customer and Convert to Job button to convert the Enquiry. The new Quote or Job Card will display.
...
Job. You have the option to select an existing customer, or create a new customer as well as select a job template.
