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so in the last module we created a quote and a reminder to call the client back about their quote as youll see the reminder pops up on your calendar when its time to call the client theres also a reminder to call them about their quote i click on the clients name Im taking to the record of the CRM and I go to quotes folder Im going to find that quote view/edit quote and I can either edit the quote and convert it or order show sending options were going to edit it and its now at my shopping cart and so basically the entire quote is right here I can change quantities that can change times I can make whatever adjustments the client wants Im talking with having her and then i will hit place an order so now that quote is converted into an order and I can also set an anniversary reminder to call them back in the future so for instance if theyre booking a holiday party this year well theyre going to book one next year so lets put it on a calendar to call them so heres a copy of th
