When to run conversion

Conversion is the handover point between sales and delivery. Once a quote has been accepted, converting it creates the operational project record so your team can continue with site planning, files, invoicing and payment tracking from the project workspace.

You can start this from the lead actions menu or from the accepted quote screen, depending on how your team manages approvals.

Pre-conversion checks that avoid rework

• Confirm the quote status is accepted before conversion.
• Review quote totals and scope so the project starts with the correct contract value.
• Check lead contact and site details because these details flow into the new project record.
• For leads with several accepted quotes, open the exact quote you want and convert from that quote page.

Convert from the lead workflow

1. Open the lead record.
2. Open the lead actions menu and choose Convert to Project.
3. Fencify checks quote readiness for that lead and uses the accepted quote for conversion.
4. After conversion, you are taken directly to the new project.

Convert from the quote workflow

1. Open the quote you want to move into operations.
2. If needed, use Mark Accepted to set the quote status to accepted.
3. Use Convert to Project from the workflow actions.
4. Open the created project from the quote actions once conversion is complete.

This path gives clear control when a lead has multiple quotes and you need to choose one approved option for delivery.

What Fencify updates during conversion

• A project is created with status set for active delivery work.
• The quote is linked to the project so commercial history stays connected.
• Lead details and site details are carried into the project record.
• Any visual plan linked to that quote is attached to the project.
• The lead record is moved to a won, archived state for cleaner pipeline tracking.
• Quote follow-up messages stop so the customer is not nudged after project creation.

Checks after project creation

• Confirm customer name, phone, email, address and suburb in the project overview.
• Check contract value against the accepted quote total.
• Review install dates, milestones and project notes before assigning field work.
• Use the project tabs to continue with files, operations, invoicing and payment steps.