Two clearly separated states. Explicit means the card carries a real estimate job id — that renders as the linked estimate with View and Unlink. Implicit means a fuzzy name, phone or email hit, or an estimate record that merely shares a contact id — that renders as a Possible match with a Link button and a way to say it is not a match.
Also called: attach an estimate to a lead · link estimate · wrong estimate on the lead
- 1Linking writes the canonical opportunity row and resolves the freshest customer total
- 2Saying 'not a match' records an unlink so the matcher stops suggesting it
- 3Re-linking clears both the unlink and any prior pipeline removal
- 4The Link Existing Estimate picker is searchable by customer name, not only the job name
A brand-new lead was showing another customer's estimate as though it were attached, because a fuzzy contact match filled the slot — one new lead inherited an unrelated project's numbers outright. An estimate is now shown as attached only when somebody attached it; anything the system merely suspects is offered as a suggestion a rep has to accept. Searching the estimate picker by customer name used to return nothing, since jobs are usually named after the project rather than the buyer; it now searches both.
- Fuzzy matches presented as confirmed links
- Returning customers inheriting a prior build's estimate
- Estimate pickers searchable only by job name
See it on your own jobs
Twenty minutes, your numbers, no slide deck. We’ll build one of your real buildings in front of you and send you the estimate link at the end — yours to keep either way.
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