Estimating - Now links to CRM for reduced data entry of customer names and addresses

With LMN's new CRM tool, you don't have to type customer name and address information for customers with multiple estimates anymore. 

Simply create an estimate right from the Client/Lead screen, or pick the Client/Lead when creating an estimate and the name(s) and address information will be filled out for you.

Not only will this reduce data entry time, it will also help prevent customers from being entered multiple times under multiple different names and spellings.


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