How do I convert a Lead to a Quote, Invoice or Job? : Formitize Help Desk

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Modified on: Mon, 25 Apr, 2022 at 12:04 PM

In the Management Portal, CRM>Pipeline>Green Action Button and select the action you would like to make.

In the App, SWIPE FROM RIGHT

> NEW QUOTE

> NEW JOB

> NEW INVOICE

> CHANGE STAGE (if using Sales Pipeline)

All the Actions are also available at the bottom of the lead: SAVE JOB | QUOTE | INVOICE

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