Content Comparison

...

• Click next, this will ask if you want to use an existing customer.
  Note: if you use an existing customer and change the selected contact details in the lead this will update the customer card and any orders/leads attached to this card already.
  If you wish to add a new contact to and existing customer go to the customer card and add the details there.
  Image Added
  
  

• Fill in the Products they are interested in and the Product Survey
  
• Now you can choose a Rep, Date, Start and Finish Time and add any notes about the Quote IE: We are the second company to Quote
  
• You will be taken to the Summary page where you can  “Schedule and Start a new Quote” or “Schedule and Start a New Lead”
  

...