How to create project, quote, or invoice from lead

Hi,

You can create a project, quote, or invoice from the “Finalize” menu in the “My Leads” screen.



Please note that when creating a project. The following fields will be carried over to the new project.



You can create other things as well and attach those to the lead but you must open the lead by clicking on the title of the lead.

Best,
Geoff
Product Specialist