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Lead management

Convert a lead to a quote

Use the lead workflow to prepare a quote from the information already captured for an enquiry.

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Last updated 21 Oct 2026

When a lead is ready for pricing, ScapeOne can carry its customer context into the quote workflow.

Before you start

Confirm that the lead contact details and the work to be quoted are accurate.

Steps

  1. Open Leads and select the lead.
  2. Review the lead details and any visit notes that affect the scope.
  3. Choose the available quote or convert action for the lead.
  4. Review the created quote, add or update its items, then save it before sending.

What happens next

The quote is managed from the Quotes workspace. The original lead remains part of the operational history.

Before conversion

Use the lead details, notes and completed visit context to verify the scope before creating the quote. Conversion supports the next commercial workflow, but does not make the quote accepted or automatically schedule work.

See quote items and pricing, quote statuses and creating work from an accepted quote.

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Review and manage a lead

Review an incoming request, record the next action, and keep its lead status and ownership current.

Understand lead statuses

Use lead statuses to describe where an enquiry is in qualification, site-visit and quote work.

Plan lead follow-up and contact attempts

Record lead ownership, contact attempts and the next follow-up so an enquiry does not lose context.