In WorkBooknew business opportunities can be tracked, managed and forecast via CRM pipelines. Pipelines can be converted to a job when the sale has been confirmed, or when the opportunity has progressed to a certain point and you need to create a timeline or price quote.
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CONVERT PIPELINE TO A JOB
Go to pipelines > select pipeline from the list > click show/hide pipeline card
icon > go to convert pipeline to job tab > select convert pipeline to job icon
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WorkBook will create a new job in status Quotation, and a placeholder price quote for the full net revenue amount. When you are ready to estimate the job, delete the placeholder line item and continue to create the price quote as per steps in Price Quotes > Create a Price Quote.
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