Fee Estimates can be recorded against an enquiry and this information can be used in a numbers of ways:
Included in emails that can be sent to the enquirer using the template email functionality
Used in the calculation of sales pipeline information and charts
if the back end is a system that allows matter creation then the fee estimate will be passed to that system as a part of the matter record.
One difficulty with this information is capturing it, i.e. getting users to enter the amount. To assist in the process RedView CRM now allows fee estimate defaults to be recorded against in the Area of Law and these are automatically recorded against the enquiry when it is opened.
They are of course a default and can be changed at any time.
To set the defaults go to Configuration > Look Up Lists > Area of Law
The RedView Team