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How to create a vehicle sale for a prospect

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.

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  2. Select the prospect and click Edit.

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  3. Navigate to the Quote History tab.

  4. Click on the Quote ID you wish to convert into a sale.

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

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