Conversion

Once the guest or the client accepts your package and wants to buy it, you should mark the query as converted.

Select Quote for Conversion

To convert a query, go to the desired quote and click on "Convert Using Quote" option on a quote. You can any of the quotes from this query and it quote doesn't have to the latest quote.

Image showing option to select a quote for conversion

Verify Details

A new page will open to verify the details given by the salesperson before conversion. Once you verify all the details click on Yes. I have verified the details mentioned in the box.

Image for quote details verification before conversion

Create Instalments

Next step is to add the instalment details. Make instalments as required. Select due dates for payment of each instalment.

Image for instalment payments of the converting query

Add any comments regarding price or instruction for operations team in the given comment box. Once all details are filled, click on Mark as Converted to convert the query.


After conversion, the query will be moved to the Converted stage which can be accessed on queries listing page.

Last updated on by Sudhir Mitharwal