Converting a Quote to a Sale in Solatech Focus
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
- 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 .
- How to Enter a Payment
- How to View a Report
- How to Email a Report
- How to edit a quote or sale