Overview

Quote

Quote - How do you create a Quote directly from a Lead?

So if we jump into the 'Marketing' module, select 'Lead List' and select the lead by double clicking, that will open the Lead Card. At the bottom of the Lead Card click the button 'Quote' to create a new 'Quote' for this 'Lead'. The Quote Card will then open. Fill out all the information for the 'Quote' and click 'Save'