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Dispatch Leads Management
Lead Status & Adding Quotes
A quote is a new billing document for leads only and it can be created on a lead without a contact/customer. Quotes are for internal use, but when a lead is won, the quote will carry over to the job as a draft estimate.
Updating lead status and adding quotes
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Create and Manage your Leads
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Create and Manage your Leads
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Lead Status & Adding Quotes
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Winning your Lead
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Losing a Lead