How To Convert A Presentation or Quote Into Another Entity

Locate the "kabob" (3 vertical dots) icon within your list.  Click the kabob and you will have the option to convert your Presentation into a quote or an order.

Once you have selected the entity you'd like to convert to, a menu window will appear with the items you presented along with a "Like" icon which shows which items your customer wants quoted or ordered.

Select your items, review them, and click Create.  From there, you can proceed to edit your quote/order or return to your list view.

TIP- if you are looking to "reverse engineer" an order into a Presentation or Quote, you can do this by searching for items from a previous order rather than converting an order backwards into a Presentation.