A Service Estimate is used to provide the lead with a summary of the services of interest, special requests and comments, and estimated pricing.
To print a service estimate for a lead
- From the main menu, navigate to Marketing > Lead Management.
The criteria for Lead Management appears.
- Enter the search criteria and click Search.
A list of leads appear based on the search criteria selected. From here, you can print an opportunity report, edit, or delete the lead.
- Click Edit next to the lead.
The Edit Lead page opens.
- Click Print Estimate.
The estimate prints in Adobe PDF.