All Collections
Leads & Customer Portal
Link an existing estimate/quote to a lead
Link an existing estimate/quote to a lead

I created an estimate and now I want to create a lead and link them together.

Matt Govett avatar
Written by Matt Govett
Updated over a week ago

This article is designed to help if you go into an estimate and up the top you have a client, and a quote, but the lead is not assigned. This means there is no lead linked to the estimate and you hence can't use things like the client portal.

It's pretty easy to fix, before you start the below steps please ensure you have created a lead for the customer.

Important: the lead must be for the exact same client (in my case Dan C) or the linking won't work.

  1. In the 'Estimates' section open the estimate/quote you want to link to and click on the 'Estimate Details' tab. Scroll down 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 is now linked to your estimate.

Related Articles

Did this answer your question?