Convert to a Customer
When a lead progresses, you can convert it into a customer. This creates or links the customer record so all future quotes, jobs and invoices sit against them.
Create a Quote from a Lead
You can create a quote directly from a lead. The customer, lead, property and title are pre-filled, so you can build the quote in seconds. When the quote is sent and accepted, the lead can be marked as Won.
Keeping the History
Converting a lead keeps its history - notes, messages, appointments and activity remain linked, so nothing is lost as the lead becomes ongoing work.