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, then click the update button without completing any fields. (For availability you will want to put in date and time of event) The system will tell you all of the required fields in order to get an accurate price. If you do complete some fields but are missing required fields, the InflatableOffice will tell you what you are missing.