Overview #
Once an Estimate Request is submitted via a public form or embedded widget, it appears in your CRM’s Estimate Requests section. The next step is to qualify the request and either convert it to a Lead, Customer, or directly to an Estimate — streamlining your sales process and reducing response time.
✅ Why Convert Estimate Requests? #
- Saves time by reusing client data.
- Moves prospects into the sales pipeline instantly.
- Enables faster quote generation using built-in Estimate templates.
- Centralizes customer communications.
🔁 Step-by-Step: Convert to Lead #
- Navigate to Estimate Requests
- Go to the sidebar > Estimate Requests.
- Click on the request you want to convert.
- This opens the detailed request view.
- You’ll see all submitted fields, attached notes, and metadata.
- Click “Convert to Lead” from the top-right or action buttons.
- In the popup:
- Review and edit fields like Name, Email, Company, etc.
- Assign a Lead Status, Source, or Tags (e.g., “Estimate Request”).
- Click Save.
- The request is now stored as a Lead in the Leads module.
- You can track their status, send emails, create tasks, or continue nurturing them.
📐 Step-by-Step: Convert to Estimate #
If you’re confident in the request and pricing details:
- Open the Estimate Request you want to work with.
- Click “Convert to Estimate”.
- The system will open a prefilled Estimate creation form:
- Customer info will auto-populate.
- You can add predefined items or custom quote lines.
- Add terms, validity, and payment info.
- Save and optionally send the Estimate to the client.
- The Estimate is now found in the Sales > Estimates module and can be:
- Sent by email
- Viewed and accepted via the Client Portal
- Converted to an Invoice upon acceptance
👥 What If the Request Is from an Existing Customer? #
When converting:
- If the email matches an existing contact or customer, the system will notify you.
- You can attach the request to an existing profile to avoid duplication.
This is especially helpful for return clients requesting new quotes.
📌 Additional Actions #
- Add Notes to the estimate request before conversion.
- Use internal comments to discuss with your team.
- Mark a request as Reviewed or Closed once it’s processed.
- Assign follow-up tasks using the Tasks module to the salesperson handling it.
📊 Best Practice Tips #
- Set up Automations (via Marketing Automation module) to trigger follow-ups after a request.
- Use Lead Scoring (if supported) to prioritize incoming estimate requests.
- Regularly review abandoned or unconverted requests to identify sales opportunities.