How do I convert opportunity to project?

Updated on November 27, 2017 10:27pm by Admin

Opportunities App conversion feature allows you to convert an opportunity into a project.

Note: If the opportunity is in  "Closed Won" stage it won't let you convert as it has been marked as completed. 
 

Opportunities can be converted into Project  once the sales stage has been changed from Closed Won to any other stage like Prospecting.

Steps to Convert Opportunity to Project

    1. Log in and access Opportunities app from your universal navigation menu bar. 
    2. Create a new opportunity or select an existing opportunity to be converted. 
    3. In overview page, click on “Convert” drop down menu. 
      Convert To Project
    4. Choose “To Project” option to convert. 
    5. In project creation page (Projects App), Fill in the following details:
      • Project Information
        • Template - Template of the project
        • Name - Name of the project
        • Description - Description of the project
        • Start Date - Start Date of the project
        • End Date - End Date of the project
        • Status - Status of the project
        • Priority - Priority of the project
        • Customer - Customers will be pre-populated from the Opportunities app
        • Project Manager - Project Manager of the project
        • Tags - Tags associated with the project
      • Project Budget
        • Billing Method - Billing Method of the project

create project
  1. Click on “Create” button to complete.
  2. The completed project is shown in image below:
    project created

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