Fill KBKG automatically

One-time setup, about a minute. After this, the desk fills KBKG's estimator for you instead of you retyping the four numbers.

  1. Show your bookmarks bar if it's hidden — Ctrl + Shift + B.
  2. Drag this button up onto it:

    ⚡ Fill KBKG
  3. That's it. On a call: answer the four questions on the lead card, click Send to KBKG, then on the KBKG tab click your new Fill KBKG bookmark. It opens the Quick estimator, fills it in, and hits Calculate.

If it ever says it couldn't fill the form, nothing is broken — just type the four values into KBKG by hand like before. KBKG changes their page from time to time and the shortcut has to be repaired; the desk itself keeps working either way.

Never click “Continue” on KBKG's result. That creates a real project in the system. Read the client the range and close the box with the X.