How to Create a Lead:

Go to your Homepage and click the black 'New' button in the navigation bar, at the top right of your desktop dashboard.

Select 'Lead' at the bottom of the dropdown underneath 'Intake'

Type the customer name in the search box in the 'Customer' section on the right-hand side, then choose the correct profile and address from the drop-down menu. You can also add a new customer by clicking '+ NEW CUSTOMER'

You can add/edit/delete Lead Assignee, Private Notes, Lead Tags, or Lead Source by scrolling down on the left side of your new estimate/lead screen.

You can add service details under 'Line Items' on the new leads page by selecting 'Services'. You can search your set Pricebook in the 'Item name' field and then select from the drop-down.

You can edit an existing line item to customize it for a specific invoice. Click into each box/field on the line item to edit the Item name, Description, Qty, Unit price, or Unit cost within the estimate (this will not change the item in your main Pricebook).

Once you've confirmed all of the details look correct, click the blue 'Save' button on the top right of the new lead page and you will be brought to your Lead details screen.