It is a common occurrence that you may need to create an estimate for you customer quickly so you forget to set them up as a lead first. This article will show you how to link and new lead to an existing estimate.

  1. In the 'Estimates' section open the estimate/quote you want to link to and click on the 'Estimate Details' tab. Scroll down the the 'Lead Details' area.

  2. Click 'Link to a Lead'.

  3. The 'Select a Link to a Lead' pop out will appear to the left of the screen. Select the existing lead you want to link and click the "Link" button at the bottom.

  4. Your lead in now linked to you estimate.

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