Converting Estimate Requests into Leads or Estimates in Intellent CRM

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 #

1. Navigate to Estimate Requests
   • Go to the sidebar > Estimate Requests.
2. Click on the request you want to convert.
   • This opens the detailed request view.
   • You’ll see all submitted fields, attached notes, and metadata.
3. Click “Convert to Lead” from the top-right or action buttons.
4. In the popup:
   • Review and edit fields like Name, Email, Company, etc.
   • Assign a Lead Status, Source, or Tags (e.g., “Estimate Request”).
5. 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:

1. Open the Estimate Request you want to work with.
2. Click “Convert to Estimate”.
3. 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.
4. Save and optionally send the Estimate to the client.
5. 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.