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:

1. Go to an open quote
2. Move the quote to any new step in Sales guide
3. 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.