Knowledgebase
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Is there a way to convert a Prospect's quote into a project.
Posted by Vitaliy Hutyk (AIT) on 13 May 2020 05:55 PM
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First, you will need to convert the Prospect to a Client. In the Prospect list, click the hamburger icon and select "Move to Clients". Then, In the Client Quotes table, use the "Create project based on Quote" function. | |
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