Accessing the Leads Module:
Open the Leads Module from the explore bar on the left.
Navigating to Lead Information:
Check the tabs, especially the MY LEADS tab. Use the search bar and toggles to filter data.
Opening Lead Information:
Click on the relevant lead to open its information page.
Use the blue buttons for various actions.
Initiating Quote Creation:
Click on "Create Quote."
A success message will appear. Click "okay" to dismiss it.
Versatility in Flow:
This process is the same for job card and invoice creation.