When you are working with a lead in WorkflowMax, you may find it helpful to be able to refer to existing quotes/estimates for the same client.
By linking existing quotes/estimates to your lead, you can easily click through from the lead to the quote at any time and review costs, options and other features.
To link existing quotes/estimates to your current lead:
- In the Business menu, select Leads.
- On the Lead Manager screen, make sure the All tab is selected.
- Drill down on the name of the Client/Prospect for the lead that you wish to work with.
- On the lead information screen, select Options > Add Existing Quote(s).
- On the Add Existing Quote(s) to Lead screen, select the quotes/estimates that you want to link to the lead.
- Save your changes. The selected quotes will now appear on the lead information screen (Quotes tab) for the selected lead.