Convert estimate to project (rather than whole lead)
Client has many estimates for a single customer. They don't want to create a new lead for every potential opportunity for a customer. Instead want to convert each estimate separately.
"Estimate Title" Bookmark for Detail Report Templates
We have clients who build out multiple Estimates on Leads and right now they would like to use "Estimate Title" as a bookmark for identifying the estimate used in the Detail Report Template because "Project Title" is the same for all the Estimates.