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Converting a Sales Enquiry to an Agreement (#SALAGT01)

Last updated:   Applies to:   In industries:   Of versions:   Special contents:
20120223 (Andy)   Pro, MultiUser, MultiSite, MultiView   Self Storage EditionMarina EditionVault Edition   8.X (and higher)   n/a

What do I need to keep in mind when doing this?

If you convert a Sales Enquiry into an Agreement (skipping the Reservation process), keep in mind that some reports may show inaccurate conversion data, since you are skipping the Reservation process.

 

How do I convert a Sales Enquiry to an Agreement?

  1. Open your Sales Enquiry.
  2. Click Convert to Agreement, as shown below. Convert to Agreement button
  3. After a few dialog boxes for confirmation purposes, your Sales Enquiry will be converted to an Agreement and given a unique Agreement Number.
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