Working this enquiry
This lead is at Quotation stage. The quote has been sent. Follow up with the client. Once confirmed (deposit, LOA, or verbal), click 'Convert to Project' to move it to production.
Converting to project: Click the green "Convert to Project" button when the client confirms. You'll need to specify how they confirmed (deposit, LOA, signed invoice, or verbal/written). This generates ~21 gate deadlines working backwards from the install date and enters the project into the design → production → install pipeline.