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Last Updated: July 27 2020
If a leadA potential customer not yet associated with a quote, job, or invoice. is successful and the customer wants a quote, you can convert a lead to a quote.
To convert a lead:
Alternatively, click Save and Finish in a lead, then click Convert to Quote and you can view the new quote straight away.
Converted leads are moved to Closed / Archived Leads.
The Description from the converted lead carries over to the Summary of the newly created quote.
For additional training, complete an interactive material in the simPRO Learning | Toolbox.
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