Best Practices

< 1 min read

Predefine service packages in your CRM, so quotes can be built faster once estimate requests arrive.
Use conditional fields in the form (if supported) to show/hide questions based on user input.
Integrate with the Leads module for automated nurturing.
Use tags and custom statuses to track types of estimate requests (e.g., “Website Design”, “Maintenance Plan”).

Updated on May 1, 2025

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