> ## Knowledge Base Index > Fetch the complete knowledge base index at: https://help.stylishcostcalculator.com/sitemap.xml > Use this file to discover available pages before exploring further. > Pure-Markdown content can be obtained by appending a '.md' suffix to the content URLs listed in the sitemap (without the trailing slash). # Leads & Quotes Management System: A Complete Guide # ${color}[#314AF3](Introduction) It’s a straightforward system that lets you organize, manage, store and manage your quote entries and leads generated by your price estimation form (cost calculator). ![](https://storage.crisp.chat/users/helpdesk/website/853de83b9fee7800/6affb315-27b9-4075-94a2-477f65_klm3t1.png) --- # ${color}[#314AF3](Benefits, Features & Use Cases) **1. Assign Leads To Team Members** Provide access to the quote management screen so that team members can manage and update the status of leads assigned to them. **2. Stay On Top Of Your Leads** Entries can be labeled with a lead status code (New, Reached Out, Contacted, Qualified, Unqualified, Won, Lost). This way, you will be able to stay on top of your leads and contact those who need them. To stay organized with your leads, they will be marked as read or unread. For example, you can sort the list by project due date, to create this field in the email quote form. **3. Follow-Up Reminder** Be reminded to follow up with prospects by marking the lead status code as ‘follow-up required.’ **4. Analytics & Reports** Use the search and filter feature to count, or export leads that match a set of conditions. For example, all leads have a phone number with area code 416. **5. Highlight Your High-Priority Leads** Use the star feature to mark which leads are high-priority. --- # ${color}[#314AF3](How to Activate & Use This Feature) To see all the registered quotes, navigate to **"All Calculators"** and click on **"View Quotes"** ![](https://storage.crisp.chat/users/helpdesk/website/a88de961e5815800/5dcc05bf-b3a8-4b0c-889c-e1a404_sokebs.jpeg) Here you will find a table with all the registered quotes, including contact info such as **"Name"**, **"Email"**, **"Phone number"**, **"Referring page"**, **"Creation date"**, and a download and delete button. ![](https://storage.crisp.chat/users/helpdesk/website/2c4d10512cd66000/a48dbd69-58d1-448f-ab2b-69fcd7_1nsshnw.jpeg) ### Settings & Options With the **"Export CSV"** button, you can export this table as a CSV file. ![](https://storage.crisp.chat/users/helpdesk/website/b141282363a6f80/03699782-b8b4-414c-a0ac-79bafb_1v6fpol.jpeg) When clicking on the **"Columns"** button you can add or remove columns from your quotes table. ![](https://storage.crisp.chat/users/helpdesk/website/79c0337685231800/3aefae9c-a1b7-4895-9ec1-a51704_dt1v9m.jpeg) First off, we have the **"Status"** column, you can set a status for the specific lead, this will help you filter and manage your quotes and leads to follow up the contact with your customers. ![](https://storage.crisp.chat/users/helpdesk/website/d5ded0353a2e5800/18c25472-2800-40cc-9f34-cbae54_1312ylp.jpeg) **About the status:** * **New** = Brand new, haven't been contacted * **Replied** = Sent a reply to the lead * **Unqualified** = Lead is not good, you don't want to work with them * **Qualified (Un-Assigned)** = A good lead but haven't assigned to an employee yet * **Qualified (Assigned)** = Lead has been qualified and noted as good. Assigned to an employee Feel free to change the status to match your own contact style. Right next to the status, you will find the contact info. **Name, Email, and Phone number.** ![](https://storage.crisp.chat/users/helpdesk/website/1bd719b1c17a3b0/679b274c-f726-49fc-8c66-4c0ede_mgvnyw.jpeg) The **Referring Page** refers to the webpage where the customer comes from before using your calculator. For example: Google or another page on your website. ![](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/48309913343/original/6JcxOnUZMTaWYpZ3VQ11vEHU6ahxtSRaBQ.jpg?1693934980) **Creation date** and **actions**. You can download and/or delete the quote. ![](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/48309913742/original/fNu1DHJUY61f6KyUsr1JQxzu_nsCnfzBJw.jpg?1693935180) When downloading a quote, a PDF file like this will be generated ![](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/48232512603/original/OttnIvlIBmFEdld15txenrqdmqDg9WRk-Q.png?1655256180) Notice the customer's contact info in the top right section and right underneath all the quoted services and products --- # ${color}[#314AF3](Additional Information) ### Related Features **Email form:** [View article](/en/article/email-quote-form-a-complete-guide-5ygk4m/) **Itemized PDF:** [View article](/en/article/itemized-pdf-everything-to-know-about-the-email-and-the-generated-pdf-quotes-12f5prz/) #### All Elements & Features Learn more about [All Elements](/en/category/elements-hnffz2/) Learn more about [All Features](/en/category/features-22x2mc/) #### Need Support? Ask a [question or request support](https://stylishcostcalculator.com/support/) Request [a feature or give feedback](https://stylishcostcalculator.com/how-can-we-be-better/) [![](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/48258508157/original/Txm2CafyMfEybziVGXvw-BnfU2V-9TJUBg.png?1666381303)](https://stylishcostcalculator.com/features/) [![](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/48258508158/original/DWBiVRBRBPATUwVN7APXzDACQgYCwYmXVQ.png?1666381303)](https://stylishcostcalculator.com/templates/)