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How to View Leads from the Quotify Quote Form

Go to https://widget.bestoptimyzed.com/login and log in to your Quotify Dashboard.

From the left-hand navigation menu, click “Leads”.
You will see a list of all leads in your CRM.
Look for the “Score” column — leads with a flame 🔥 icon indicate those submitted through the Quotify Quote Form.

You can also go to “Estimate Request” from the left-hand menu.
This section shows all leads who have requested a quote using your Quotify form.

Click on any lead to view full quote details, including:
- The services/products they selected
- Submitted contact information
- Whether or not they booked an appointment

Create New Lead

Navigate to leads view from the main menu on the left side and click on the button new lead. You ca...
Lead Sources

You will always need a way to know from where you got the lead. Go to Setup -> Leads -...
Convert Lead to Customer in Quotify CRM

To convert a lead into a customer in Quotify CRM, click on the lead to open its modal window. At the...
Sending proposal to customer or lead

Once you’ve created the proposal, click the mail icon located on the right side. A popup will ...
Lead Statuses

Quotify CRM allows you to fully customize lead statuses to align with your sales workflow. To add a ...