Service Manager
How to: Generate a Quote for a Lead
Sales > Managing Leads > How to: Generate a Quote for a Lead

To generate a Quote for a lead

  1. From the home page, choose Sales and then Leads
  2. Choose the Leads tab
  3. Find and select the lead by using the search window or create a new lead. For more information see How to: Add a Lead.
  4. Add at least one item to the Lead. For more information see How to: Add Items to a Lead.
  5. Choose Options from the toolbar, then select View Quote.