Leads - How to Quickly Give a Price Quote

How to get a price quote quickly

There are a lot of fields on the screen when editing a lead. Not all of them are required in order to get a price and check availability. If a customer calls in and you want to be able to quickly give them a price quote, you can use the update button to do this. Simply click New Lead, add the date and time of the event you're quoting. On the left hand side, you will see an arrow () that will open up your available inventory for the selected times and dates. Don't forget to select the category of the item being quoted (example: if you have a category for water rides, bounce houses, or concessions, please select this category in which the item requested is listed under.) If any of your inventory being quoted is unavailable, the availability will show 0 and the text will be red. 

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