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FAQ
Quotations and sales orders
How do I add a quotation to the sales pipeline?
How do I add a quotation to the sales pipeline?

Work stacks let you quickly add quotations to the sales pipeline

R
Written by Raymond Carrel
Updated over a week ago

You can quickly add a quotation from a work stack to the pipeline. The sales pipeline refers to quotes that are expected to be signed.

From any quotation stack, check the box for the required quotations and click + Pipeline.

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