Lead Management: Estimate Booked

Modified on Tue, Sep 27, 2022 at 10:35 AM

Estimate Booked


When the Estimate is booked through the script, the lead is automatically moved to the Estimate booked category.  Choose the next action based on the following developments:


Confirm Estimate:  The office still needs to reach out to customer to confirm estimate.


Perform Estimate:  Select this after estimate has been confirmed.


Follow Up Estimate:  Select this after estimate has been performed.



Was this article helpful?

That’s Great!

Thank you for your feedback

Sorry! We couldn't be helpful

Thank you for your feedback

Let us know how can we improve this article!

Select at least one of the reasons
CAPTCHA verification is required.

Feedback sent

We appreciate your effort and will try to fix the article