Price the lead and Send a Quote

Modified on Wed, 24 Aug, 2022 at 12:41 PM


Make sure you switch to the Old search! The pricing will not work for now with the new search. 


Price Lead


1. From the Leads tab or All Orders mouse over and click Edit



2. Scroll down to the bottom of the page and click VIEW SIMILAR POSTINGS to check prices on Central Dispatch. 
Having ZIPs in both pickup and delivery locations is required. 



3. Add customer amount, deposit, and payment type



4. Dropdown > Send quote



To Re-Send A Quote



1. Go to Orders

2. Go over the Order you want to Send Quote for, click View down arrow and click on Send Quote;

3. Put the e-mail address of the customer, and choose Quote Template



You can set Automating Follow-Ups, up to 5 follow up, and click Send.






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