 | Converting a Lead to a Client | |
 | When you've closed the deal and a lead is ready to become a full fledged client, you can automatically convert their Sales Manager account to a client account within the Client Manager. |
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 | Sales Quoting Tool | |
 | The sales quoting tool allows for sales admins to build fully customized quotes and for new and existing clients to sign agreements online. Once approved and signed, the quoted services can be processed through Ubersmith's order manager without having |
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