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New Quote from Calendar

New Quote from Calendar

Owned by Shonal Singh
Last updated: Jan 21, 2025
1 min read

Benefits of Starting a Quote from the Calendar:

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

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

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

 

On a Computer

  • Right click the appointment and click Start New Quote OR

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  • Double click the appointment and click Start New Quote on the modal.

    image-20250121-060328.png

 

On a Mobile or Tablet

Double click or press and hold the appointment to open the modal and click Start New Quote.