Where should a client go to start creating an estimate for a potential customer?

To begin creating an estimate for a potential customer, the appropriate pathway is through the "+ New" option followed by selecting "Estimate." This option is specifically designed to facilitate the creation of new estimates, making it straightforward for users to identify and initiate the process.

This process is important because estimates play a crucial role in business transactions as they provide potential customers with a clear overview of projected costs and anticipated project scopes before any formal agreement is made. By using the direct "+ New" button, users can efficiently access all relevant functions, including estimates, ensuring that they can quickly move forward in the sales process.

While other options might lead to related functions, they do not specifically provide a direct route to creating an estimate. Accessing Sales or Customers would involve navigating through customer accounts but wouldn’t directly lead to the estimate creation. The Projects section focuses on ongoing or planned projects, rather than on initial customer estimates. Accessing the Gear icon generally leads to settings and configuration aspects which are not relevant to the estimate creation process.