How do I convert opportunity to project?

Updated on July 22, 2021 07:20AM by Admin

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

Note: If the opportunity is in the 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

  • Log in and access the Opportunities app from your universal navigation menu. 
  • Create a new opportunity or select an existing opportunity to be converted. 
  • In the overview page, you can view the Convert button.

  • Click on the Convert dropdown and select the To Project option.

  • You will be directly redirected to the 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

  • Click on the Create button to complete.

  • The completed project is shown in the image below:

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