Converting an opportunity works just like a lead, where you are able to take existing information from the opportunity and transfer it directly into a sales order. Depending on your type of business, your opportunity will either be for products sold, or for services you will provide to the customer. If you are selling products for this opportunity, make sure fill in the items of interest tab. Also, if you have any related project efforts, add those tasks to the projects & tasks tab as well. Once all of your information is in order, and you have finally closed the deal, then it’s time to convert this opportunity.
- Convert Opportunity into Order
- Convert Opportunity into estimate
- Convert Opportunity into invoice
- Convert opportunity into project