video1.0<iframe src="https://www.loom.com/embed/a67b3d7cef604bac8d353fa7722d4529" frameborder="0" width="1920" height="1440" webkitallowfullscreen mozallowfullscreen allowfullscreen></iframe>14401920Loomhttps://www.loom.com14401920https://cdn.loom.com/sessions/thumbnails/a67b3d7cef604bac8d353fa7722d4529-d806b3cc12c0a044.gif272.536In this video, I walk you through how to initiate a quote, sales order, or service ticket directly from conversations. I demonstrate using the conversations window and the quick pop-up feature, making it simple to respond to customer requests. I also highlight how customer information is automatically filled in when starting a quote. Please make sure to follow the steps I outlined to streamline your process.