I scheduled an appointment for a lead and the meeting is already finished. The lead is interested, but I am unable to create a lead quote. What could be the issue?

EalSuite Platform Lead Management
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1

I scheduled an appointment for a lead and the meeting is already finished. The lead is interested, but I am unable to create a lead quote. What could be the issue?

2

Did you update the appointment status after the meeting?

3

If the appointment status is not updated, the system may not allow you to proceed to the quote stage.

4

You need to update the appointment status to Completed first. After that, you will be able to create the lead quote.