How do I create a Quote within a Lead?

Select any lead within which you want to create a Quote.

At the right side you will see Add Action dropdown. Select it.

Select Create a Quote from the drop down.

Now you will see Add Quote popup with the pre filled providers details, you need to fill Quote description, Quote instruction and the Quote date.

*Note: You must fill out all the fields marked with an asterisk .

After creating a quote, Select Save button.

Clicking on save button will show you the success alert on the right corner of the screen.

Success alert means Quote has been added within a Lead, and getting displayed on the right side of the screen within a lead.