Estimate One Leads

If the lead is coming from a potential project in estimate one, please select "estimate one" in the  source channel drop down.  even if you know the contact is already in the system please do not use "repeat client".  there are automations in the CRM system that are specific to this type of lead generation.

If Unsure

If you are unsure about a detail, put a link to the page in the project description field and change the source channel to "Website Form" in the drop-down list.