Converting a Quote (Prospect) to a Booking (Tentative)

Learn how to convert your Prospect business into Tentative Bookings.

Once a customer has accepted your proposal you can move the quote to the tentative booking stage.

Before converting the quote to tentative we want to confirm that the space is still available.

The easiest way to do this is to:

  1. Navigate to the Diary
  2. Go to the Date of the Quote
  3. Confirm that there are no other Tentative or Confirmed Bookings on at the same time
  4. Click on the Quote or navigate back to Sales > Quotes > Select your Quote
  5. Click on the Details Tab
  6. Click on Change Status
  7. Change the Status to Tentative
  8. Update the Opportunity Stage and Reason
  9. Confirm the Closed Date. You are able to retrospectively date stamp the date the quote was converted for reporting purposes
  10. Click Change
  11. The Quote will now be moved from Sales > Quotes to Bookings > Bookings

    Change from Prospect to Tentative