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How do I create an Estimate from the Lead record?

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To Create an Estimate from the Lead record, go to the Menu and choose Directory. From here, go to the Leads section which is a button on the top right in the Directory module. Once in the Leads section, open the Lead from which an Estimate needs to be created and scroll down to the bottom to the Actions drop down on the right.

From the drop down, choose Create Estimate to create a new Estimate.

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