• Login and go to Estimate Request from the sidebar.
• All lead entries submitted via your widgets will be displayed.
• Hover over a specific entry and click View to open detailed information.
• You will see lead details such as name, phone, email, and submission data.
• To convert the lead to an estimate:
o Click Convert > Estimate.
o Choose New Customer or an existing one.
o Populate fields like name, job title, and set a password if needed.
o Choose to notify the user via email or not.
o Click Convert, and you'll be taken to the detailed estimate builder.