To convert a Lead to a Customer, go to the Leads module and on the right hand corner, you will find the three dots next to the Lead in question. Click on the three dots and select Convert to Customer.
A Lead is a Contact that you then convert to a Customer. An Opportunity is a Project in the making and is not yet ready to become a Project. It is a brewing Project that may have details in it that needs to be noted down, Estimates that needs to be ...
Leads are contacts that are created to follow up on potential Leads that might turn into a Customer in the future. These will go to the Directory as a contact. Opportunity on the other hand, is a precursor to a Project. They are not a contact but it ...
To share files attached to the Estimate, you would need to enable it to show in the PDF. To do this, please go to the Menu and select Estimates and pick the Estimate you wish to enable image sharing and enter Edit mode which is the pencil icon on the ...