Manage Quotes with Leads

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2 min read

Where can I manage the quotes sent to my leads?

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

saphyte leads tab

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.

saphyte search box

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.

saphyte quotes tab

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

saphyte create quotes

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

saphyte quote intormation

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

saphyte quotes template