How do I create a Quote from a Lead record in Vtiger CRM?

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. 

1. Log in to your Vtiger CRM account.
2. Go to the Leads module.
3. Open the Lead record for which you want to create a Quote.
4. Within the Lead record, click on the More icon.
5. Select the Quotes option from the dropdown menu. The quotes page opens.
6. Click +Add Quotes.
7. 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.
8. Fill in all the necessary fields.
9. Click Save.

Note: Assigned To and Lead Name will be auto filled in the necessary fields.