- 1
open the lead
click the lead card. their detail panel slides in.
- 2
click "send quote"
marigold opens mayhaw's new-estimate flow with the customer info pre-filled. add line items and send.
- 3
the lead moves to "quoted" automatically
marigold flips the stage the moment the quote is sent. when the customer signs, the lead moves to "won" and is ready to convert into a dragonfly client.
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