> ## Documentation Index
> Fetch the complete documentation index at: https://support.visualcare.com.au/llms.txt
> Use this file to discover all available pages before exploring further.

# Lead Management & Quotes

This recording is from our best practice webinar on lead management and quoting, hosted by Tim Duxbury and Shawna Bradshaw from the Visualcare Customer Success team.

We follow a new client from their first enquiry through to an approved quote, finishing with their profile, agreement and roster set up and ready to go. Along the way we flag a few watch-outs: steps that cause problems later if they're skipped. These come from customer catch-ups and known product behaviour.

## What this session covers

* Bringing website enquiries into your leads pipeline, converting them to a client profile, and tracking where new clients come from
* Building a quote with recurring shifts, public holidays and budgets
* Sending quotes for approval, including using Word templates
* Converting an approved quote so the agreement, services, roster templates and budgets are created in one step
* Support at Home quoting and how it differs from NDIS

[Magic episode 01](https://api.riverside.fm/embeddable-components/embedded-assets/public/xwFVUa46c0Bc)

> [!NOTE]
>
> Questions raised during the session will be answered and added to this page soon.

> [!TIP]
>
> Want to join a session live? See [Best practice monthly webinars](https://support.visualcare.com.au/best-practice-webinars.md) for upcoming topics and how to register.