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  5. How to Create and Schedule Activity

How to Create and Schedule Activity

To create and schedule an activity follow these steps

Step 1: Open your Quotes app

Step 2: Click approved

Step 3: Open any job

Step 4: Click add job activity

Step 5: Select activity type

Step 6: Click apply

Step 7: Click on start date and choose the date and time you want.

Step 8: Click apply. 

Step 9: Click confirmed

Step 10: Assign activity to employee under employee info  choose the employee

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