Service Manager
How to: Generate a Quote for a Lead
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Sales
> Managing Leads > How to: Generate a Quote for a Lead
To generate a Quote for a lead
From the home page, choose
Sales
and then
Leads
Choose the
Leads
tab
Find and select the lead by using the search window or create a new lead. For more information see
How to: Add a Lead
.
Add at least one item to the Lead. For more information see
How to: Add Items to a Lead
.
Choose
Options
from the toolbar, then select
View Quote
.