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- Select the Rep Calendar you want to create a Lead from (if you are the Rep only your calendar will appear and will default to day view)
- Click Right click on the Lead and Select Open to to check the Customer Card then select Start New Quote
- or Simply Double click on the Lead and Select Start New Quote
- Type in a Reference and the select Next
- Select the Product you want and answer the Product Questions
From the Dashboards & Customer Contact
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