Ability to turn a lead directly into a project where no quote is required. e.g go look at repairing a roof on charge up, client then says go ahead and you do the job an charge for it. currently a lead can only be turned into quote and then a project from there. If marked as won, then no quote or a project is created.
Ability to turn a lead directly into a project where no quote is required. e.g go look at repairing a roof on charge up, client then says go ahead and you do the job an charge for it. currently a lead can only be turned into quote and then a project from there. If marked as won, then no quote or a project is created.
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