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Knowledgebase

How To Add the Quoted Value (Net)

To Do This:

  1. Within your main Lead page, scroll down to the ‘Quoted Value (Net)’ box and enter a value.
  2. Enter a ‘Discount Applied’ if necessary and select ‘Update’.
  3. We always suggest progressing your pipeline to the ‘Quoted’ status.

Thank you for watching our how-to video on How To Add a Quoted Value (Net), for more information and access to our free trial please visit our website https://businesspilot.co.uk

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