New Quote from Leads Summary

Benefits of Starting a Quote from the Leads Summary:

1. Consistent Numbering: The quote number and lead number will be identical, simplifying tracking and organization.

2. Improved Traceability: Easily link quotes to corresponding lead numbers and vice-versa for seamless reference.

3. Effortless Customer Details: No need to manually fill in or search for customer information—the system auto-fills the details for you.

Start your quotes directly from the Leads Summary to save time and enhance efficiency!

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