Quote Details that are identified as a Service can be converted into Activity records. In order to use this feature, Activity Types need to be Identical to the Product/Item name. To create or edit Activity Types, refer to the Lookup Tables section of this User Manual.
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 message will appear. To continue with the conversion, click Yes to convert all Quote Details to Activities or click No to convert just the service items.
Figure: Convert Quote to Activities.
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