Difference between revisions of "23 Converting Quote"
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Latest revision as of 00:02, 19 December 2014
Overview
Converting Quote
Converting Quote - Where would you find the Quote created from the Lead, and how would you convert it to a Sales Order?
Once the 'Quote' has been saved, you can access it by going to the 'Sales' module and click 'Quote Express List' to access all the existing 'Quotes'. Double click on the desired quote and once in the Quote Card, click the button 'Copy To Order' to convert to 'Sales Order'. That will then create the 'Sales Order' and open up the Sales Order Card. Then 'Save' the 'Sales Order' and complete.
