- Go to the Quotes app of the Sales group.
- Using the bar at the top, click Approved — this is where you can find the quotes that were approved by your client.
- Find the quote in question, double click to open it.
- In the top left corner of your quote, click the “Convert into Sale” button.
- This quote was converted into a sale so you can manage it in a dedicated app, the Sales app.
- To go one step further, integrate the Sales app with ERPs or invoicing tools, such as SAP, Sage or PHP.
How to convert an approved quote into a sale?
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