Summary

Once your customer is ready to buy, you'll need to convert your quote to a sale. This article provides instructions on that process.  This feature is only available to users who are Sales Reps or Account Administrators.


Instructions

  • From your Home screen, Click on the Quotes link at the top of the page.
  • Locate the quote to be converted and click on the quote number hyperlink .



  • On the Quote Review window, use the Workflow section and select the Convert to Sale button.



  • You will see a pop-up confirmation message as shown below.
  • Press OK to continue.



  • You will see a confirmation banner at the top of the sale review page .





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Applies To: 

  • Solatech Focus