Client Management How to Create a New Customer from a QuoteWerks Order
New Customer from QuoteWerks (continued)
3. The QuoteWerks Orders to Process list will be displayed. Highlight the row of the order to process into a new Customer and Job then press the Create Job button located at the lower right of the list.
2070
4. The QuoteWerks Order Confirmation form will be displayed. Review the information in this form to make certain this is the correct order for which a new Customer and Job will be created. Press the OK button located at the lower right of the form to proceed.
2071