Turn a lead into a quotation or a booking

When a lead is ready for prices, make the quotation straight from the lead: the customer, the lead and the request are filled in for you, and the quotation stays linked to the lead.

Before you start

• To make a quotation you need permission to create quotations.
• To turn a lead into a customer you need permission to add and move leads, or to add customers.
• To start a booking you need permission to create bookings.

Steps: make a quotation

1. Open the lead from the board or the list.
2. Press Make a quotation at the bottom of the panel.
3. If the lead is not a customer yet, the system makes it one first: it links the customer who has the same mobile or email, or creates a new customer with the lead's name, mobile, email, source and owner.
4. The New quotation screen opens with the Customer chosen and Title the customer sees filled with what the lead asked for.
5. Build the options and press Create quotation. See Build a quotation with options.

Steps: only turn the lead into a customer

1. Open the lead.
2. Under Customer, press Convert to customer.
3. The message … is now a customer appears. Press Open in the message to see the customer's file.

The Customer field now links to that customer. Click it to open the file.

Steps: start a booking from a booked lead

When a lead reaches the booked stage, its panel shows Booked. Create the booking when you are ready.

1. Press New booking in that banner, or in the message that appears when you move the card.
2. The lead becomes a customer if needed, and the New booking panel opens with that customer.
3. Finish the booking as in Create a booking.

After you convert

• The quotation is linked to the lead and listed under Quotations in the lead's panel, with its status.
• When you send that quotation, an open lead moves to Quotation sent by itself, once the message went out or WhatsApp opened with it. See Send a quotation to the customer.
• When the customer's chosen option becomes a booking, an open lead moves to the booked stage, whoever books it.
• The lead stays on the board. Converting does not close it.

If something goes wrong

• This lead is already being converted: the button was pressed twice, or the lead is open in another tab. Wait a moment and refresh.
• Make a quotation is missing: the lead is lost (press Reopen first), or your role cannot create quotations.
• Convert to customer is missing and the field shows "—": your role cannot add leads or customers.