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What's the fastest way to create and send a quote from a phone call?

Collect name, mobile number, email, dates, hunt type, and group size while you're on the call, build the quote in that listing's booking flow, and send it by email or text before you hang up.

Fastest workflow from a phone call:

  • Create or find the client
  • If they already exist, open their client profile.
  • If not, add them as a new client/lead with name, phone, and email.
  • Open the listing or booking flow
  • Choose the hunt/trip they’re asking about.
  • Pick the dates, group size, lodging/add-ons, and pricing package if applicable.
  • Create a quote
  • Build the quote with the agreed details.
  • Add any notes or custom pricing if needed.
  • Send it immediately
  • Send the quote by email or text while you’re still on the call.
  • Ask them to open it and confirm they received it.
  • Follow up
  • If they don’t book right away, use a message template or lead follow-up later.

Best shortcut: collect only the essentials on the call — name, mobile number, email, desired dates, hunt type, group size, and budget/notes — then send the quote before you hang up.

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