How do I convert an offer to a Sale?

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Article Overview

This guide explains the process of accessing and converting reports within Amplify. It covers selecting the report type, changing the status of a report if needed, and the steps to convert a report to a different type or product.


Accessing Reports

To access reports, select "Reports" from the left side menu and use the dropdown menu to select the report type you want to convert from.

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Changing the Status

If applicable, change the status of the report by clicking the status field, selecting the desired status, and saving changes.

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Converting the Report

Convert a report by clicking the three dots in the rightmost column of the report, selecting "Convert," then choosing the desired type and product before adding the report.

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This process allows for efficient management and reclassification of reports within Amplify, ensuring data accuracy and relevance.

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