Allow the user to create leads/opportunites in a modulized approach that fits into the overall process flow of the business - whether it is a service or restoration organization.
This approach should allow users to:
- Calculate quick quotes
- Check scheduling
- Report on lost opportunities, referal origination, etc.
- Integrate into Job Creation to reduce duplicate entry
- Modulize the process so it can be customized to fit the business's needs
- Provide a solution to CR clients asking for the Create Job from Calendar functionality