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 S.O. (Sales Order) button that appears on the top portion of the screen in the “Convert Quote to” section.
4. A confirmation question will appear. Click Yes to continue with the quote conversion.
5. Another message will provide the option to Convert the Sales Opportunity to a Project (and eliminate the Sales Opportunity record). Click Yes.
Figure: Quote Screen Displaying Option to Convert S.O. to Project.
6. A confirmation message will display. Click OK to return to the Quote record.
Figure: Confirmation Message.
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