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You can convert a quote, for example into an invoice or a project. For doing this you have to:

Click on Quotes submenu from CRM module and click on a quote.

Click on Actions button and select from the given options and click on it.

1. Click on Quotes submenu from CRM module and click on a quote.
 Convert
2. Click on Actions button and select from the given options and click on it.
 Convert

How do I convert a quote?

Find answers and get help from Intercom Support and Community Experts

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