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
Double click the appointment and click Start New Quote on the modal.
On a Mobile or Tablet
Double click or press and hold (different devices function differently, refer to your device manufacturer) to open the modal and click Start New Quote.
