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In the last module, we created a quote and set a reminder to call the client back. The reminder pops up on the calendar when it's time. By clicking on the client's name in the CRM, we can access the quote in the quotes folder to view/edit it. We can make adjustments and convert it into an order, which can then be placed. Additionally, we can set an anniversary reminder to call the client back in the future, such as for booking a holiday party. This way, the process of creating, editing, and converting quotes into orders is streamlined and organized.
