•  Click on CRM
•  Click Inquiry Process
•  You have the client in the system under the New Business (Lead), OPEN the PROCESS
•  Click on QUOTATION
•  On the right hand side, click on Convert.
•  A pop up screen appears, fill in the status

*Projections – when you foresee the deal going though

*Won – Deal is sealed

*Lost— Gone deal

• -Fill in the Type and Date then UPDATE.