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Create won opportunities from accepted estimates for service leads

Create won opportunities from accepted estimates for service leads

Your accepted estimates don't create sold-job records, so scheduling and invoicing wait on manual updates. Capture sold estimates as opportunities so they’re invoiced and scheduled same day.

Create won opportunities from accepted estimates for service leads

Overview

When an accepted estimate sits outside your pipeline, scheduling and billing stall — and you waste admin time. This flow turns accepted estimates into sold opportunities, classifies seasonal services, and routes jobs so invoicing and dispatch happen same day.

Create won opportunities from accepted estimates for service leads