Once a quote has been won then it can be converted to a booking. A quote can be easily converted and then a wizard will be run to finalise any information that may need to be added to the booking. To convert a quote to a booking:
- Navigate to Sales > Quotes and select the check box for the quote that has been won.
- Both at the bottom and top of the quotes table there is a button “Change Status”. When this button is selected you will be given three options, “Tentative”, “Confirmed” or “Cancelled”.
- Selecting “Tentative” or “Confirmed” will remove the quote from the quotes tab and add it to the bookings tab.
- Selecting “Cancelled” with cancel the quote and move it to either the bookings tab under a cancelled status, or under the leads tab as a cancelled status. These will not be seen again unless you specifically search for them using the filters.
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