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To edit a Lead from the list; you click the line (lead) which takes you to the summary for that Lead

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You can click Back (bottom left) to go back though each of the steps in adding the Lead.


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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. 

 


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