How do I convert a Quote into a Sales Order or Invoice?

You can convert a Quote into an SO or Invoice once the quote is accepted. Follow the steps below to convert:

1. Log in to the CRM.
2. Go to the Main Menu.
3. Select Quotes under the Inventory app.
4. Open an accepted quote record.
5. Click More.
6. Select a related module, such as SO, Invoice, or PO, under the Add/Link section.