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Convert Estimate to Invoice in CRM

Description

This guide explains how to convert an estimate to an invoice in CRM

Procedure

STEP 1 - Navigate to the Dashboard and select "Sales".

STEP 2 - Within the Sales section, choose "Estimates".

STEP 3 - Find the estimate you want to convert to an invoice (e.g., Warely QUO 245/12/2023) and click on it.

STEP 4 - Then, click "Convert to Invoice".

Video Demonstrates the Steps Above

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