When you are working with a lead in , you may find it helpful to be able to refer to existing quotes or estimates for the same client.
By linking existing quotes or estimates to your lead, you can easily click through from the lead to the quote at any time and review costs, options and other features.
To link existing quotes or estimates to your current lead:
- In the Business menu, select Leads.
- On the Lead Manager screen, make sure the All Leads tab is selected.
- Drill down on the name of the lead that you wish to work with.
- On the lead details screen, select Options > + Add Existing Quote.
- In the Add Existing Quote(s) to Lead dialog, select the quotes or estimates that you want to link to the lead.
You may need to click the caret sign
to close the drop-down list.
- Save your changes. The selected quotes or estimates now appear on the lead information screen (Quotes tab) for the selected lead.