How do I create a quote from a lead?

Open the lead card and click Create quote. Senly opens the quote form prefilled with:

  • Client details from the lead
  • Service package (based on selected tag or dropdown)
  • Monthly amount from the lead-value field

Adjust where needed and click Send. The quote goes by mail to the contact person, with a trackable link. As soon as they open / accept, you get an activity event AND the lead moves to the right stage (configurable).

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