Importing Leads from Quote Manager
For tracking and reporting purposes, it is very helpful to have every quote or estimate recorded in the Lead Manager, even if the quote or estimate did not start out as a lead.
This feature allows you to retrospectively create leads from all current and draft quotes or estimates.
Each imported lead is linked to the original quote/estimate through the lead information screen Quotes tab.
If you need to create a lead from a single quote or estimate, see Creating a lead from a quote or estimate.
Importing quotes/estimates as leads
To import current and draft quotes/estimates from the Quote Manager, as leads:
- In the Business menu, select Leads.
- On the Lead Manager screen, select Options > Import from Quote Manager and confirm. The Lead Manager screen displays all the imported quotes/estimates.
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