Converting Quotes into Tasks

Converting Quotes into Tasks

Results Quotes can be easily converted to Tasks, Sales Orders, Invoices and Purchase Orders; with the click of a button, all the details of your Quote will be transferred to a new type of record.  

Companies within the services industry can use the “Convert to Tasks” feature, to take service-related Quote Details (or line items) and convert those to Activity Records. 

For example, if you provide a quote that includes a line item for “Removing old flooring” and “Installing new flooring”, you could convert these two tasks into Activity records that are assigned to a specific individual on your team.  The newly created task would then show up on the team member’s “To Do List” within Results and automatically be linked to the correct contact.

To Convert Quotes into Tasks:

  1. On the Sales & Marketing tab, in the Quotes group, click Manage.  The Quote Data Management Center will appear.
  2. Double-click on the Quotes you would like to open.
  3. Click the Tasks button that appears on the top right portion of the screen in the “Convert Quote to” section.    
  4. A confirmation question will appear.  Click “Yes” to continue with the quote conversion.
  5. The confirmation message will appear with the number of Activity Records that have been created. 
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