- Log in and access Opportunities App in your universal navigation menu bar.
- Create a new opportunity or select an opportunity.
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- You can view the opportunity with created information.
- Click on the Convert button and select To Estimate from a list.
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- You will be directly redirected to the Create Estimate page in the Estimates app with the provided information from the Opportunities app.
- Customer - Name of the customer. It will be pre-populated from the Opportunities App.
- Contact - Name of the contact. It will be pre-populated from the Opportunities App.
- Estimate # - This is an auto-generated or manually entered number to specify an estimate.
- Customer - Name of the customer. It will be pre-populated from the Opportunities App.
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- You can view the opportunity's item of interest is pre-populated to the Estimates.
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- Click on the Create button to complete.
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- Your Estimates will get converted from the Opportunities.
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