If you have sent a (project) rental quotation to a prospect, and the prospect accepts the quotation, you must convert the prospect to a customer before you can confirm the (project) rental quotation.
| 1. | Sign in to Rental Management for D365 Sales. |
| 2. | In the Site map, click Quotes. |
| 3. | Select the desired quote. |
| 4. | On the command bar, click Edit. |
| 5. | To convert a prospect to a customer, open the related (project) rental quotation in D365 FO. |
| On the command bar, click Open. | |
| 6. | In D365 FO, on the Action Pane, on the Follow up tab, click Convert to customer. |
| 7. | When you have converted the prospect to a customer, close the D365 FO tab of your browser. As a result, you automatically return to the related quote page in Rental Management for D365 Sales. |
| Related to | Notes |
|---|---|
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Create and manage rental quotes |
