FAQs in this section
Can I convert multiple Leads at once?
How do I convert a Lead?
How can I get notified when a Lead is assigned to me?
Is it possible to delete all Leads?
What is Contact or Lead Generation?
How do I enable the Leads module?
How to create a Lead using Quick Create?
How do I create a Lead from the Leads module?
How do I transfer Lead ownership to another Sales rep?
How do I export Leads?
Is it possible to create Quotes directly from a Lead record in Vtiger CRM?
How can I find out when and how I last contacted a lead?
How do I create a Quote from a Lead record in Vtiger CRM?
Table of Contents
You can generate a Quote directly from a Lead record. This allows you to initiate the quote creation process without leaving the Lead record, making it more convenient and efficient.
Follow these steps to create Quotes from a lead record.
- Log in to your Vtiger CRM account.
- Go to the Leads module.
- Open the Lead record for which you want to create a Quote.
- Within the Lead record, click on the More icon.
- Select the Quotes option from the dropdown menu. The quotes page opens.
- Click +Add Quotes.
- You will get a popup box. Select Yes to copy related Products and services of Leads as line items in Quotes. Select No if you don’t want to.
- Fill in all the necessary fields.
- Click Save.
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