How do I add a Quote from a Sales Lead?

Haylee Benton Updated by Haylee Benton

To add a Quote from a Sales Lead follow these steps:

Step 1.  From the Sales Lead, click the Action Menu, then Add Quote (shown below).

Step 2.  The data from the Sales Lead will automatically populate into the Quote Details.  Complete the remaining information and click Save.

Step 3.  Once you click Save, you will be taken directly to the Quote and can begin adding items.

Step 4.  If you are using "Quoted" as a stage in your Pipeline, be sure to return to the Lead and Mark the Quoted stage as complete.

To view the Quote that is attached to a Lead, open the Lead expand the right-side bar by clicking the tab (shown below highlighted in Red) and click Transactions.

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