Adding a Quote to a lead

A quote is an invoice that can be edited; like a draft invoice. You can learn more about quotes here.

To add a quote to a lead, while in the lead edit view click the + button next to 'Invoices'. You can only add a quote to a saved lead, so make sure its saved first.

This will open the Invoices screen in a new window, to a new quote record. The 'Lead' and 'Invoice to' field’s will be pre-filled with the contact’s details, and just like an invoice you’ll need to create a quote line, the same way you do an invoice line. This way you can add multiple quote lines, assign them to a class budget and make any adjustments you need to.

When you’re done, click Save and the quote will be saved.

Go back to the Lead and refresh the page, you’ll see the quote under Invoices in the lead record.