Add a Label to an Estimate

Add a label to an estimate

Our system allows users to add a label to an estimate to give a brief description of any contact or progress regarding the estimate. To do this:
  1. Go to the estimate
  2. Click Label +
  1. Go to Estimates
  2. Select the type of estimate you wish to view or select All Estimates
  3. On the estimate overview click Actions
  4. Select Label

5. Select an existing label or click Add label
6. Click Apply

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