How do you set a reminder to re-quote an existing quote?

To set a reminder for a Quote, hit Ctrl-S from the quote screen. In the ‘Suspense To’ field put the date you want to do the re-quote. It will show up in your Suspense box on the Main Screen on that date. You can also use Ctrl-Q to filter renewal dates in a specific range.

For help using the Suspense feature please watch the video below

View Video Here

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Category: General

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