Getting Started with Sales Hub
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      3. Getting Started with Sales Hub

      Creating an Order/ Shipment directly from Won Inquiry

      1. As you are proceeding to mark your Inquiry/ Quote as won Click on 'Won & Create Shipment' Or 'Won & Create Order'. For this example we are creating a direct Shipment

      Incase you would like to know how to mark an inquiry won or lost, click here.

      As you are proceeding to mark your Inquiry/ Quote as won Click on 'Won & Create Shipment' Or 'Won & Create Order'. For this example we are creating a direct Shipment

      2. This will take you to the New Shipment creation page where all of the details from your Inquiry & Quote (especially charge codes) will be pre-filled for easy access.

      Click here to see detailed steps on how to create a Job

      This will take you to the New Shipment creation page where all of the details from your Inquiry & Quote (especially charge codes) will be pre-filled for easy access.

      3. Click on Create Shipment

      Click on Create Shipment