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- From the Leads Dashboard
- From the Calendar
- From the List of Leads.
- By Search by Lead number.
To edit a Lead from the list; you clicked click the line (lead) which takes you to the summary for that Lead and you
You can click Back (bottom left) to go back though each of the steps in adding the Lead.
From the calendar hold the cursor over the appointment, you get a > click on it and you get 2 options "Open" (Edit) or "Start New Quote"
Open takes you to the calendar edit for that appointment, start new quote takes you to quoting.
