WEBVTT

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Step 1 — Start from your account home

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Step 2 — Choose your business listing

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Step 3 — Open Leads in your workspace

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Step 4 — Explore available leads

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Step 5 — Use Order By to choose Distance

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Step 6 — Review the reordered results

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Step 7 — Choose View on lead 832

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Step 8 — Read the quote request details

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Step 9 — Return to Leads

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Step 10 — Hide a lead you do not want

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Step 11 — Open Hidden Leads

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Step 12 — Choose Unhide to restore the lead

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Step 13 — Add lead 832 to your prospects

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Step 14 — Open Prospects to manage saved leads

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Step 15 — Open the prospect, then choose Quote Now!

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Step 16 — Prepare a quote in Create Quote

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Step 17 — Close without sending

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Step 18 — Track sent quotes in Submitted Quotes

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Step 19 — See successful projects in Deals Won

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Step 20 — Return to Leads for new opportunities