How can I convert a quotation into a project?

You can easily convert your approved quotations into projects. Following these steps: 

1- Navigate to your CRM tab “sales” and click on Quotes pipeline. 

2- Select the quotation you want to convert into a project.

3- Allocate the right corner of your quotation deal information and click on “convert to a project” button.

4- Confirm you want to execute the action by accepting the convert to project prompt message.

5- Your quotation has been successfully converted to a project. You can now access it from the projects tab section, under the latest projects section.