Manage Quotes with Leads

admin

2 min read

Updated: November 29th, 2021

Where can I manage the quotes sent to my leads?

1. To view the quotes associated with your lead, go to the ‘Leads’ section.

2. Choose the Lead profile under the Leads List. For easier search, you can use the ‘Search’ box. Enter either the code, name, phone number, or email address to pull up the lead data, or just select the lead profile from the leads list.

3. Click on the ‘three-dot’ icon or known as the ‘kebab’ button. Click on the ‘Quotes’ tab. On the Quotes tab, you can find the quotes sent to your leads.

4. To add more quotes associated with your leads, click on the ‘+CREATE’ button.

5. Fill out all the necessary quote details and click on ‘NEXT’.

6. Select a Template from our available template selection. Once done, click on ‘SAVE QUOTE’.