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LESSON 4: QUOTE FOLLOW-UP
Exercise: Quote follow-up in SO
Now we will practice what you just learned
in the previous video about how to do quote follow-ups in SuperOffice.
Follow Michael’s steps in the video to do the following:
- Go to an open quote
- Move the quote to any new step in Sales guide
- Create an activity in your calendar in any of the steps; for example a phone call
When you’re done, you can answer the questions below.