If a quote or estimate is based on a lead, you can easily move between screens (in either direction) to view details of the lead or any linked quotes or estimates.
Is this lead linked to a quote or estimate?
If the title of a lead's information screen Quotes tab is followed by a number (Quotes (1), for example), the lead is linked to one or more quotes or estimates.
To move between a lead and the linked quotes or estimates:
- In the Business menu, select Leads.
- On the Lead Manager screen, select the All Leads tab or My Leads tab, as required.
- Drill down on the name of the lead.
- On the lead information screen, select the Quotes tab. A list of all linked quotes or estimates is displayed.
- Drill down on the quote number of the quote or estimate you wish to view.
Is this quote or estimate linked to a lead?
If there is a lead name above the Client field on the quote details screen (for example: Lead: Business Development - the lead name will identify the linked lead. To view the lead that is linked to the quote, click the lead name.