How to create a vehicle sale for a prospect

Modified on Wed, 2 Apr at 9:19 AM

In order to create a sale in CRM for a prospect, you must also have the Stock & Accounting module open.


  1. In the Prospects tab, click Prospects.


  2. Select the prospect and click Edit.


  3. Navigate to the Quote History tab.
  4. Click on the Quote ID you wish to convert into a sale.


  5. The Quote will open in Stock & Accounting, click Make Sale to convert to a sale.



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