Marking a Quote as Successful
Overview
Changing a quotation into a sales order when the customer wishes to purchase the items, must be carried out from the sales order screen. The following video explains the process. There are step-by-step instructions below the video.
Steps
- If you are in the CRM Opportunities (Quotes) screen, double-click on the quote.
- Select Goto Sales Order/Quote, or
- Open the Quotation.
- Click on the Actions button.
- Select Convert Quote to SOrder.
- Click Yes in the popup to confirm, then select Continue.
- The Type will be changed from Quote to sales order.